Compare AU
Compare USTB vs. IHWL
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 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 |
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Cons |
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USTB | IHWL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |