Compare AU
Compare AESG 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 iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) 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
AESG | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $1,993.50 | $4,192.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $14,554.86 | $15,872.39 |
Average age group | > 35 | > 35 |
Key Summary
AESG | UTIP | |
|---|---|---|
Strategy | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). | 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 | iShares Global Aggt Bd ESG ETF AUD H Dis (99.96 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.91 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | ||
Management fee | 0.19 % | 0.22 % |
Key Summary
AESG | UTIP | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.22 % |
Price | $96.71 | $25.58 |
Size | $286.919 million | $185.084 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.11 % | 0.58 % |
Market | ASX | ASX |
First listed date | 10/08/2022 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AESG | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $1,993.50 | $4,192.00 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $14,554.86 | $15,872.39 |
Average age group | > 35 | > 35 |
Pros and Cons
AESG | UTIP | |
|---|---|---|
Pros |
| |
Cons |
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AESG | UTIP |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |