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Compare EBND 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 EBND and UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EBND | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 3 |
Median incremental investment | $1,000.00 | $4,224.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,598.36 | $32,252.40 |
Average age group | > 35 | > 35 |
Key Summary
EBND | UTIP | |
|---|---|---|
Strategy | EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 221.4m in AUM and 106 holdings. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark | 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 Emerging Income Opportunities Active 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 | 0.95 % | 0.22 % |
Key Summary
EBND | 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 | 0.95 % | 0.22 % |
Price | $11.01 | $26.01 |
Size | $234.218 million | $191.693 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.59 % | 1.87 % |
Market | ASX | ASX |
First listed date | 13/02/2020 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EBND | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 3 |
Median incremental investment | $1,000.00 | $4,224.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,598.36 | $32,252.40 |
Average age group | > 35 | > 35 |
Pros and Cons
EBND | UTIP | |
|---|---|---|
Pros |
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Cons |
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EBND | UTIP |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |