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Compare 29BB vs. UTIP
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 Betashares 2029 Fixed Term Corp Bond Active ETF (29BB) and the Betashares Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
29BB | UTIP | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $4,192.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $16,002.70 |
Average age group | N/A | > 35 |
Key Summary
29BB | UTIP | |
|---|---|---|
Strategy | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | WESTPAC BANKING CORP 5.0% JAN-29 (5.17 %) DWPF FINANCE PTY LTD 1.9% AUG-28 (3.70 %) ELECTRANET PTY LTD 2.4737% DEC-28 (3.28 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.20 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.22 % |
Key Summary
29BB | UTIP | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $25.12 | $25.87 |
Size | N/A | $189.545 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.07 % | 0.58 % |
Market | ASX | ASX |
First listed date | 01/05/2025 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
29BB | UTIP | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $4,192.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $16,002.70 |
Average age group | N/A | > 35 |
Pros and Cons
29BB | UTIP | |
|---|---|---|
Pros |
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Cons |
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29BB | UTIP |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |