Compare AU

Compare USTB vs. BEAR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X Us Treasury Bond ETF (Currency Hedged).

ASX

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Overview
Performance

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

$577.84

$2,231.84

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% (0.87 %)

United States Treasury Notes 3.875% (0.85 %)

United States Treasury Notes (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

$9.32

$7.54

Size

N/A

$42.599 million

10Y return

N/A

-58.13 %

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

$577.84

$2,231.84

Average age group

> 35

26 - 35


Pros and Cons

USTB

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

USTB

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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