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Compare ALFA vs. UTIP

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Australian Long Short Complex ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ALFA and UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ALFA

UTIP

Popularity

Low

Low

Pearlers invested

8

2

Median incremental investment

$1,008.50

$4,192.00

Median investment frequency

Fortnightly

Weekly

Median total investment

$1,226.82

$15,872.39

Average age group

> 35

> 35


Key Summary

ALFA

UTIP

Strategy

ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved.

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

VanEck Australian Long Short Complex ETF (100 %)

USD - UNITED STATES DOLLAR (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.91 %)

Top 3 industries

Top 3 countries

Management fee

0.39 %

0.22 %


Key Summary

ALFA

UTIP

Issuer

VanEck

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

0.39 %

0.22 %

Price

$19.32

$25.58

Size

$8.251 million

$183.052 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

0.58 %

Market

ASX

ASX

First listed date

22/01/2025

19/09/2023

Purchase fee

$6.50

$6.50


Community Stats

ALFA

UTIP

Popularity

Low

Low

Pearlers invested

8

2

Median incremental investment

$1,008.50

$4,192.00

Median investment frequency

Fortnightly

Weekly

Median total investment

$1,226.82

$15,872.39

Average age group

> 35

> 35


Pros and Cons

ALFA

UTIP

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

ALFA

UTIP

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield