Compare AU
Compare USTB vs. QOZ
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 FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
USTB | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 45 |
Median incremental investment | $504.96 | $1,115.92 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $565.44 | $2,268.72 |
Average age group | > 35 | > 35 |
Key Summary
USTB | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
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 %) | BHP GROUP LTD (11.60 %) COMMONWEALTH BANK OF AUSTRALIA (7.81 %) WESTPAC BANKING CORP (6.09 %) |
Top 3 industries | Financials (34.28 %) Materials (23.35 %) Energy (6.59 %) | |
Top 3 countries | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) | |
Management fee | 0.19 % | 0.4 % |
Key Summary
USTB | QOZ | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.4 % |
Price | $9.12 | $16.44 |
Size | N/A | $635.716 million |
10Y return | N/A | 32.15 % |
Annual distribution yield (5Y) | 1.01 % | 6.69 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USTB | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 45 |
Median incremental investment | $504.96 | $1,115.92 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $565.44 | $2,268.72 |
Average age group | > 35 | > 35 |
Pros and Cons
USTB | QOZ | |
|---|---|---|
Pros |
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Cons |
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USTB | QOZ |
|---|---|
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 |