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Compare AGGG 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, shares and ETFs are a popular choice. Two options in the ASX are AGGG and UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AGGG | UTIP | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $4,224.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $32,264.80 |
Average age group | N/A | > 35 |
Key Summary
AGGG | UTIP | |
|---|---|---|
Strategy | N/A | 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 Core Global Aggregate Bond (Aud Hdg) ETF (100 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.17 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.22 % |
Key Summary
AGGG | UTIP | |
|---|---|---|
Issuer | BetaShares | |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.22 % |
Price | $99.82 | $26.02 |
Size | N/A | $191.693 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 1.87 % |
Market | ASX | ASX |
First listed date | 05/11/2025 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGGG | UTIP | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $4,224.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $32,264.80 |
Average age group | N/A | > 35 |
Pros and Cons
AGGG | UTIP | |
|---|---|---|
Pros |
| |
Cons |
|
AGGG | UTIP |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |