Compare AU
Compare L1IF 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 L1IF and UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
L1IF | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $30,000.00 | $4,192.00 |
Median investment frequency | Daily | Daily |
Median total investment | $32,147.01 | $16,801.73 |
Average age group | > 35 | > 35 |
Key Summary
L1IF | UTIP | |
|---|---|---|
Strategy | L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. | 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 | L1 Capital International Fund (Managed Fund) (100 %) | 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 | ||
Top 3 countries | ||
Management fee | 1.2 % | 0.22 % |
Key Summary
L1IF | UTIP | |
|---|---|---|
Issuer | L1 Capital | 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 | 1.2 % | 0.22 % |
Price | $6.57 | $25.19 |
Size | N/A | $184.172 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.18 % | 0.39 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1IF | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $30,000.00 | $4,192.00 |
Median investment frequency | Daily | Daily |
Median total investment | $32,147.01 | $16,801.73 |
Average age group | > 35 | > 35 |
Pros and Cons
L1IF | UTIP | |
|---|---|---|
Pros |
| |
Cons |
|
L1IF | UTIP |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |