Compare AU
Compare USTB vs. IESG
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 USTB and IESG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USTB | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 60 |
Median incremental investment | $504.96 | $1,920.33 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $564.20 | $6,015.99 |
Average age group | > 35 | 26 - 35 |
Key Summary
USTB | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | Global X Us Treasury Bond ETF (Currency Hedged). (100 %) | COMMONWEALTH BANK OF AUSTRALIA (13.26 %) CSL LTD (9.40 %) MACQUARIE GROUP LTD DEF (8.18 %) |
Top 3 industries | Financials (30.76 %) Materials (17.60 %) Health Care (11.75 %) | |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 0.19 % | 0.01 % |
Key Summary
USTB | IESG | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.01 % |
Price | $9.13 | $31.34 |
Size | N/A | $301.997 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.17 % | 2.42 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USTB | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 60 |
Median incremental investment | $504.96 | $1,920.33 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $564.20 | $6,015.99 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USTB | IESG | |
|---|---|---|
Pros |
| |
Cons |
|
USTB | IESG |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |