Compare AU
Compare USTB vs. MVOL
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 MVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USTB | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $504.96 | $2,592.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $564.20 | $2,720.85 |
Average age group | > 35 | > 35 |
Key Summary
USTB | MVOL | |
|---|---|---|
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. | MVOL.AX was created on 2016-10-11 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 Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Global X Us Treasury Bond ETF (Currency Hedged). (100 %) | TELSTRA GROUP LTD (6.29 %) COMMONWEALTH BANK OF AUSTRALIA (4.50 %) CSL LTD (4.36 %) |
Top 3 industries | Financials (30.98 %) Materials (14.27 %) Industrials (11.65 %) | |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.19 % | 0.3 % |
Key Summary
USTB | MVOL | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.3 % |
Price | $9.13 | $33.07 |
Size | N/A | $20.244 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.17 % | 5.16 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USTB | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $504.96 | $2,592.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $564.20 | $2,720.85 |
Average age group | > 35 | > 35 |
Pros and Cons
USTB | MVOL | |
|---|---|---|
Pros |
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Cons |
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USTB | MVOL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |