Compare AU
Compare BBFD 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 Geared Short Us Tr Bond Ch (Hedge Fund) (BBFD) 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
BBFD | UTIP | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $4,023.50 |
Median investment frequency | N/A | Daily |
Median total investment | $0 | $15,791.73 |
Average age group | N/A | > 35 |
Key Summary
BBFD | 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 | US 10YR ULTRA FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (99.11 %) USD - UNITED STATES DOLLAR (0.89 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.89 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.22 % |
Key Summary
BBFD | 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 | $20.38 | $25.54 |
Size | N/A | $184.219 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.28 % | 0.49 % |
Market | ASX | ASX |
First listed date | 05/12/2023 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBFD | UTIP | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $4,023.50 |
Median investment frequency | N/A | Daily |
Median total investment | $0 | $15,791.73 |
Average age group | N/A | > 35 |
Pros and Cons
BBFD | UTIP | |
|---|---|---|
Pros |
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Cons |
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BBFD | UTIP |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher dividend/distribution yield | Lower dividend/distribution yield |