Compare AU

Compare BBFD vs. UTIP

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

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund)

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 BBFD and UTIP. In this comparison, we'll delve into these options 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

$4,192.00

Median investment frequency

N/A

Daily

Median total investment

$0

$17,115.22

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

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (100 %)

United States Treasury Notes 1.875% (4.03 %)

United States Treasury Notes 1.75% (3.82 %)

United States Treasury Notes 1.125% (3.55 %)

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

$18.98

$25.66

Size

N/A

$182.510 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

1.28 %

0.39 %

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

$4,192.00

Median investment frequency

N/A

Daily

Median total investment

$0

$17,115.22

Average age group

N/A

> 35


Pros and Cons

BBFD

UTIP

Pros

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

BBFD

UTIP

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher dividend/distribution yield

Lower dividend/distribution yield

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