Compare AU

Compare USTB vs. IESG

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

Global X Us Treasury Bond ETF (Currency Hedged).

ASX

Buy

Buy

Overview
Performance

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/β€Šdistribution 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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

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

Home