Compare AU
Compare USTB vs. HEUR
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 Europe Currency Hedged ETF (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USTB | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 13 |
Median incremental investment | $504.96 | $1,226.66 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $565.44 | $4,198.69 |
Average age group | > 35 | 26 - 35 |
Key Summary
USTB | HEUR | |
|---|---|---|
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. | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
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 %) | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) |
Top 3 industries | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) | |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | |
Management fee | 0.19 % | 0.56 % |
Key Summary
USTB | HEUR | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | S&P Eurozone Exporters AUD Hedged Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.56 % |
Price | $9.12 | $14.33 |
Size | N/A | $43.866 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.01 % | 5.82 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USTB | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 13 |
Median incremental investment | $504.96 | $1,226.66 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $565.44 | $4,198.69 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USTB | HEUR | |
|---|---|---|
Pros |
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Cons |
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USTB | HEUR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |