Compare AU
Compare USTB vs. QFN
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 Australian Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USTB | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 23 |
Median incremental investment | $504.96 | $540.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $575.36 | $2,120.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
USTB | QFN | |
|---|---|---|
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. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 60.74m in AUM and 27 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. |
Top 3 holdings | United States Treasury Notes 4.375% (0.87 %) United States Treasury Notes 3.875% (0.85 %) United States Treasury Notes (0.84 %) | COMMONWEALTH BANK OF AUSTRALIA (29.78 %) NATIONAL AUSTRALIA BANK LTD (15.53 %) WESTPAC BANKING CORP (13.12 %) |
Top 3 industries | Financials (99.61 %) Communication Services (2.56 %) Other (0.39 %) | |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | |
Management fee | 0.19 % | 0.34 % |
Key Summary
USTB | QFN | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | Solactive Australia Financials Ex-REITs Sector Index |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.34 % |
Price | $9.28 | $16.96 |
Size | N/A | $88.853 million |
10Y return | N/A | 45.83 % |
Annual distribution yield (5Y) | 1.01 % | 5.63 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USTB | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 23 |
Median incremental investment | $504.96 | $540.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $575.36 | $2,120.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
USTB | QFN | |
|---|---|---|
Pros |
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Cons |
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USTB | QFN |
|---|---|
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 |