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Compare USTB vs. IJH
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 (Currency Hedged) ETF (USTB) and the iShares S&P Mid-Cap ETF (IJH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USTB | IJH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 38 |
Median incremental investment | $750.00 | $1,553.62 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $578.46 | $5,950.78 |
Average age group | > 35 | > 35 |
Key Summary
USTB | IJH | |
|---|---|---|
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. | IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of midcapitalisation US equities. |
Top 3 holdings | United States Treasury Notes 4.625% (0.82 %) United States Treasury Notes 4.375% (0.81 %) United States Treasury Notes 4.25% (0.80 %) | ISHARES CORE S&P MID-CAP ETF (99.96 %) USD CASH (0.20 %) USD/AUD (0.00 %) |
Top 3 industries | Other (99.67 %) Communication Services (0.00 %) | |
Top 3 countries | United States (98.41 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) Canada (0.54 %) | |
Management fee | 0.19 % | 0.07 % |
Key Summary
USTB | IJH | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | S&P MidCap 400 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.07 % |
Price | $9.33 | $49.18 |
Size | N/A | $475.901 million |
10Y return | N/A | 150.33 % |
Annual distribution yield (5Y) | 2.18 % | 1.17 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USTB | IJH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 38 |
Median incremental investment | $750.00 | $1,553.62 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $578.46 | $5,950.78 |
Average age group | > 35 | > 35 |
Pros and Cons
USTB | IJH | |
|---|---|---|
Pros |
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Cons |
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USTB | IJH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |