Compare AU
Compare F100 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 Ftse 100 ETF (F100) 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
F100 | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 2 |
Median incremental investment | $993.50 | $4,192.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $4,648.80 | $16,801.73 |
Average age group | > 35 | > 35 |
Key Summary
F100 | UTIP | |
|---|---|---|
Strategy | F100.AX was created on 2019-07-12 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to track the price and income performance of the FTSE 100 Index (before fees and expenses). The Index provides exposure to the largest 100 comoanies traded on the London Stock Exchange, based on their market capitalisation. | 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 | ASTRAZENECA PLC (8.94 %) SHELL PLC (8.77 %) HSBC HOLDINGS PLC (6.17 %) | 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 | Financials (17.65 %) Consumer Staples (17.44 %) Energy (13.29 %) | |
Top 3 countries | United Kingdom of Great Britain and Northern Ireland (95.85 %) Switzerland (2.89 %) United States (0.96 %) | |
Management fee | 0.45 % | 0.22 % |
Key Summary
F100 | UTIP | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | FTSE 100 Index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.22 % |
Price | $12.48 | $25.19 |
Size | $340.912 million | $184.172 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.01 % | 0.39 % |
Market | ASX | ASX |
First listed date | 16/07/2019 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
F100 | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 2 |
Median incremental investment | $993.50 | $4,192.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $4,648.80 | $16,801.73 |
Average age group | > 35 | > 35 |
Pros and Cons
F100 | UTIP | |
|---|---|---|
Pros |
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Cons |
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F100 | UTIP |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |