Compare AU
Compare WXOZ vs. USTB
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 SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ) and the Global X Us Treasury Bond (Currency Hedged) ETF (USTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 2 |
Median incremental investment | $1,092.25 | $505.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,318.88 | $531.88 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | USTB | |
|---|---|---|
Strategy | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 438.6m in AUM and 784 holdings. The SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. | 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. |
Top 3 holdings | Apple Inc (5.43 %) NVIDIA Corp (4.93 %) Microsoft Corp (4.62 %) | United States Treasury Notes 4.625% (0.86 %) United States Treasury Notes 4.25% (0.85 %) United States Treasury Notes 4.375% (0.85 %) |
Top 3 industries | Information Technology (57.55 %) Communication Services (14.19 %) Consumer Discretionary (7.54 %) | |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | |
Management fee | 0.07 % | 0.19 % |
Key Summary
WXOZ | USTB | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Index - AUD | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.19 % |
Price | $48.44 | $9.21 |
Size | $436.351 million | N/A |
10Y return | 90.86 % | N/A |
Annual distribution yield (5Y) | 5.73 % | 1.32 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 2 |
Median incremental investment | $1,092.25 | $505.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,318.88 | $531.88 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | USTB | |
|---|---|---|
Pros |
| |
Cons |
|
WXOZ | USTB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |