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Compare GARP 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 Global X S&P World Ex Australia Garp ETF (GARP) 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
GARP | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 74 | 3 |
Median incremental investment | $1,018.25 | $4,224.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,101.13 | $32,302.00 |
Average age group | > 35 | > 35 |
Key Summary
GARP | UTIP | |
|---|---|---|
Strategy | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. | 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 | Alphabet Inc Class C (6.39 %) NVIDIA Corp (6.06 %) Microsoft Corp (4.93 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.18 %) |
Top 3 industries | Information Technology (29.10 %) Other (22.79 %) Communication Services (20.23 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.22 % |
Key Summary
GARP | UTIP | |
|---|---|---|
Issuer | Global X | BetaShares |
Tracking index | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0 % | 0.22 % |
Price | $12.93 | $26.05 |
Size | $124.128 million | $189.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.09 % | 1.87 % |
Market | ASX | ASX |
First listed date | 25/09/2024 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GARP | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 74 | 3 |
Median incremental investment | $1,018.25 | $4,224.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,101.13 | $32,302.00 |
Average age group | > 35 | > 35 |
Pros and Cons
GARP | UTIP | |
|---|---|---|
Pros |
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Cons |
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GARP | UTIP |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |