Compare AU
Compare IEU 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 iShares Europe ETF (IEU) 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
IEU | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 88 | 2 |
Median incremental investment | $1,000.00 | $4,192.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,105.88 | $15,990.29 |
Average age group | 26 - 35 | > 35 |
Key Summary
IEU | UTIP | |
|---|---|---|
Strategy | IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets | 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 | ISHARES EUROPE ETF TRUST (99.98 %) AUD CASH (0.11 %) USD/AUD (0.00 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.91 %) |
Top 3 industries | Other (99.93 %) Communication Services (0.07 %) | |
Top 3 countries | United Kingdom of Great Britain and Northern Ireland (22.73 %) Switzerland (16.15 %) France (15.81 %) | |
Management fee | 0.59 % | 0.22 % |
Key Summary
IEU | UTIP | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P Europe 350 Index - AUD | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.22 % |
Price | $92.30 | $25.75 |
Size | $843.137 million | $185.084 million |
10Y return | 56.18 % | N/A |
Annual distribution yield (5Y) | 2.41 % | 0.58 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEU | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 88 | 2 |
Median incremental investment | $1,000.00 | $4,192.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,105.88 | $15,990.29 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IEU | UTIP | |
|---|---|---|
Pros |
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Cons |
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IEU | 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 |