Compare AU

Compare USTB vs. IHWL

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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Buy

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 iShares Core MSCI World Ex Aus Esg (Aud Hed) ETF (IHWL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

USTB

IHWL

Popularity

Low

Low

Pearlers invested

3

43

Median incremental investment

$504.96

$1,653.64

Median investment frequency

Fortnightly

Monthly

Median total investment

$565.44

$3,633.24

Average age group

> 35

26 - 35


Key Summary

USTB

IHWL

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.

IHWL.AX was created on 2016-04-22 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Investable Market AUD Hedged Index, before fees and expenses. The index is designed to measure the AUD hedged performance of global, developed market large-, mid- and small-capitalisation companies.

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 %)

NVIDIA CORP (9.88 %)

MICROSOFT CORP (8.59 %)

ALPHABET INC CLASS A (2.79 %)

Top 3 industries

Information Technology (27.81 %)

Financials (14.85 %)

Health Care (11.91 %)

Top 3 countries

United States (74.50 %)

Japan (6.43 %)

United Kingdom of Great Britain and Northern Ireland (3.39 %)

Management fee

0.19 %

0.19 %


Key Summary

USTB

IHWL

Issuer

Global X

iShares

Tracking index

iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged

MSCI World IMI 100% Hedged to AUD Net Variant

Asset class

ETF

ETF

Management fee

0.19 %

0.19 %

Price

$9.12

$53.43

Size

N/A

$534.989 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.01 %

3.57 %

Market

ASX

ASX

First listed date

04/07/2022

28/04/2016

Purchase fee

$6.50

$6.50


Community Stats

USTB

IHWL

Popularity

Low

Low

Pearlers invested

3

43

Median incremental investment

$504.96

$1,653.64

Median investment frequency

Fortnightly

Monthly

Median total investment

$565.44

$3,633.24

Average age group

> 35

26 - 35


Pros and Cons

USTB

IHWL

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

USTB

IHWL

Lower exposure to US market

Higher exposure to US market

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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