At a glance
Side-by-side comparison
| Metric |
RSM
Russell Investments Australian Semi-Government Bond ETF
|
IGB
iShares Treasury ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
—
|
iShares
|
| Tracks index |
—
|
Bloomberg AusBond Treasury 0+ Yr Index
|
| Categories |
Bonds, AU
|
Bonds, AU
|
| Listed since |
—
|
—
|
| Fund size (AUM) |
$50m
|
$355m
|
| Cost & income | ||
| Management fee |
0.26%
|
0.18%
|
| Dividend yield |
3.37%
|
2.63%
|
| Franking |
0%
|
0%
|
| Turnover |
20%
|
30%
|
| Tax drag | 1.56% | 1.56% |
| Returns |
Tax bracket
|
|
| 1-year return |
-0.6%
net
|
-1.1%
net
|
| 3-year return |
3.3%
net
|
2.9%
net
|
| 5-year return |
0.4%
net
|
-0.8%
net
|
| 10-year return |
1.6%
net
|
0.9%
net
|
| Risk | ||
| Volatility (3y) |
3.5%
|
4%
|
| Volatility (5y) |
4.6%
|
5.7%
|
| Volatility (10y) |
3.5%
|
5%
|
| Sharpe ratio (3y) |
—
|
—
|
| Sharpe ratio (5y) |
—
|
—
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Low-cost: a 0.26% management fee keeps more of the return in your pocket.
- Low volatility (3.49% over 10 years) for a smoother ride.
- Has lagged most peers over 3 years (211th of 236).
- Low-cost: a 0.18% management fee keeps more of the return in your pocket.
- Low volatility (4.99% over 10 years) for a smoother ride.
- Has lagged most peers over 10 years (106th of 110).
Frequently Asked Questions
RSM and IGB are 2 Australian-listed ETFs we compare side by side. IGB carries the lower management fee (0.18%). Over 10 years, RSM has delivered the higher total return (1.6% a year). The table above breaks down fees, returns, income and risk for each.
IGB has the lower management fee at 0.18% a year, versus RSM 0.26%.
Over the past 10 years, RSM has delivered the higher total return at 1.6% a year. Past performance is not a reliable indicator of future returns.
RSM pays the higher at 3.37%. Remember distributions are taxed each year at your marginal rate.
IGB is the larger fund by assets ($355m). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.