Compare AU

Compare USTB vs. WCMQ

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, shares and ETFs are a popular choice. Two options in the ASX are USTB and WCMQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

USTB

WCMQ

Popularity

Low

Low

Pearlers invested

3

2

Median incremental investment

$504.96

$1,003.11

Median investment frequency

Fortnightly

Monthly

Median total investment

$564.20

$1,044.33

Average age group

> 35

> 35


Key Summary

USTB

WCMQ

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.

WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark.

Top 3 holdings

Global X Us Treasury Bond ETF (Currency Hedged). (100 %)

AppLovin Corp Ordinary Shares - Class A (8.52 %)

Amazon.com Inc (5.14 %)

3i Group Ord (4.26 %)

Top 3 industries

Information Technology (35.82 %)

Other (18.60 %)

Health Care (17.32 %)

Top 3 countries

United States (71.21 %)

Canada (4.84 %)

Denmark (4.43 %)

Management fee

0.19 %

1.25 %


Key Summary

USTB

WCMQ

Issuer

Global X

WCM

Tracking index

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

Asset class

ETF

ETF

Management fee

0.19 %

1.25 %

Price

$9.13

$11.29

Size

N/A

$400.780 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

1.17 %

3.86 %

Market

ASX

ASX

First listed date

04/07/2022

03/09/2018

Purchase fee

$6.50

$6.50


Community Stats

USTB

WCMQ

Popularity

Low

Low

Pearlers invested

3

2

Median incremental investment

$504.96

$1,003.11

Median investment frequency

Fortnightly

Monthly

Median total investment

$564.20

$1,044.33

Average age group

> 35

> 35


Pros and Cons

USTB

WCMQ

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

WCMQ

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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