Compare AU

Compare USTB vs. QUAL

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X Us Treasury Bond ETF (Currency Hedged).

ASX

Buy

Buy

Overview
Performance

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 MSCI Global 'Quality' (ex-AUS) (QUAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

USTB

QUAL

Popularity

Low

Medium

Pearlers invested

3

1,283

Median incremental investment

$504.96

$858.17

Median investment frequency

Fortnightly

Monthly

Median total investment

$572.88

$3,414.46

Average age group

> 35

> 35


Key Summary

USTB

QUAL

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.

QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks.

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 %)

Apple Inc (5.44 %)

Meta Platforms Inc Class A (5.28 %)

Microsoft Corp (5.15 %)

Top 3 industries

Information Technology (42.60 %)

Health Care (21.41 %)

Communication Services (21.39 %)

Top 3 countries

United States (77.74 %)

Switzerland (4.98 %)

United Kingdom of Great Britain and Northern Ireland (4.22 %)

Management fee

0.19 %

0.4 %


Key Summary

USTB

QUAL

Issuer

Global X

VanEck

Tracking index

iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged

MSCI World ex Australia Quality Index - AUD

Asset class

ETF

ETF

Management fee

0.19 %

0.4 %

Price

$9.24

$58.87

Size

N/A

$6.842 billion

10Y return

N/A

261.17 %

Annual distribution yield (5Y)

1.01 %

1.85 %

Market

ASX

ASX

First listed date

04/07/2022

31/10/2014

Purchase fee

$6.50

$6.50


Community Stats

USTB

QUAL

Popularity

Low

Medium

Pearlers invested

3

1,283

Median incremental investment

$504.96

$858.17

Median investment frequency

Fortnightly

Monthly

Median total investment

$572.88

$3,414.46

Average age group

> 35

> 35


Pros and Cons

USTB

QUAL

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

USTB

QUAL

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

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