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Compare USHY vs. LEVR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are USHY and LEVR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 1 |
Median incremental investment | $9,000.00 | $1,119.18 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,369.73 | $1,094.61 |
Average age group | > 35 | > 35 |
Key Summary
USHY | LEVR | |
|---|---|---|
Strategy | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. |
Top 3 holdings | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | Commonwealth Bank of Australia (11.57 %) BHP Group Ltd (9.73 %) CSL Ltd (7.08 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | |
Top 3 countries | ||
Management fee | 0.3 % | 0 % |
Key Summary
USHY | LEVR | |
|---|---|---|
Issuer | Global X | First Sentier |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0 % |
Price | $10.58 | $1.605 |
Size | $19.960 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.57 % | 2.53 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 14/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | LEVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 1 |
Median incremental investment | $9,000.00 | $1,119.18 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,369.73 | $1,094.61 |
Average age group | > 35 | > 35 |
Pros and Cons
USHY | LEVR | |
|---|---|---|
Pros |
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Cons |
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USHY | LEVR |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |