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Compare F100 vs. UTIP

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

BetaShares Ftse 100 ETF

ASX

Buy

Buy

Overview
Performance

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

47

1

Median incremental investment

$994.58

$4,023.50

Median investment frequency

Monthly

Daily

Median total investment

$3,492.00

$21,208.62

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 1.75% (3.83 %)

United States Treasury Notes 1.125% (3.55 %)

United States Treasury Notes 1.375% (3.54 %)

Top 3 industries

Financials (17.65 %)

Consumer Staples (17.44 %)

Energy (13.29 %)

Top 3 countries

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

$12.01

$25.34

Size

$333.378 million

$179.296 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

47

1

Median incremental investment

$994.58

$4,023.50

Median investment frequency

Monthly

Daily

Median total investment

$3,492.00

$21,208.62

Average age group

> 35

> 35


Pros and Cons

F100

UTIP

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

F100

UTIP

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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