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Compare ALFA 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 VanEck Australian Long Short Complex ETF (ALFA) 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
ALFA | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $996.75 | $4,208.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,075.04 | $31,992.00 |
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 | Woodside Energy Group Ltd (7.19 %) Telstra Group Ltd (5.98 %) Transurban Group (4.99 %) | AUD - AUSTRALIA DOLLAR (0 %) USD - UNITED STATES DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-35 (4.09 %) |
Top 3 industries | ||
Top 3 countries | Australia (100.00 %) | |
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 | $23.55 | $25.82 |
Size | $33.637 million | $129.106 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.51 % | 2.23 % |
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 | 17 | 3 |
Median incremental investment | $996.75 | $4,208.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,075.04 | $31,992.00 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | UTIP | |
|---|---|---|
Pros |
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Cons |
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ALFA | UTIP |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |