Compare AU
Compare USTB vs. INCM
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 BetaShares Global Income Leaders ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USTB | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 13 |
Median incremental investment | $504.96 | $1,293.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $565.44 | $4,763.40 |
Average age group | > 35 | > 35 |
Key Summary
USTB | INCM | |
|---|---|---|
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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. |
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 %) | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) |
Top 3 industries | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) | |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | |
Management fee | 0.19 % | 0.45 % |
Key Summary
USTB | INCM | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.45 % |
Price | $9.12 | $18.68 |
Size | N/A | $36.712 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.01 % | 4.13 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USTB | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 13 |
Median incremental investment | $504.96 | $1,293.46 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $565.44 | $4,763.40 |
Average age group | > 35 | > 35 |
Pros and Cons
USTB | INCM | |
|---|---|---|
Pros |
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Cons |
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USTB | INCM |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |