Compare AU
Compare USTB vs. BEAR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Global X Us Treasury Bond ETF (Currency Hedged). (USTB) and the BetaShares Australian Equities Bear (Hedge Fund) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USTB | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $504.96 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $565.44 | $2,294.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
USTB | BEAR | |
|---|---|---|
Strategy | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | United States Treasury Notes 4.375% (0.90 %) United States Treasury Notes (0.88 %) United States Treasury Notes 4.5% (0.84 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 0.19 % | 1.38 % |
Key Summary
USTB | BEAR | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 1.38 % |
Price | $9.12 | $7.75 |
Size | N/A | $50.162 million |
10Y return | N/A | -55.97 % |
Annual distribution yield (5Y) | 1.01 % | 0.28 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USTB | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $504.96 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $565.44 | $2,294.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USTB | BEAR | |
|---|---|---|
Pros |
| |
Cons |
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USTB | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |