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Compare MQAE 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 Macquarie Core Australian Equity Active ETF (MQAE) 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
MQAE | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 3 |
Median incremental investment | $1,146.75 | $4,224.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,556.00 | $32,314.40 |
Average age group | > 35 | > 35 |
Key Summary
MQAE | UTIP | |
|---|---|---|
Strategy | MQAE.AX was created on 2024-05-13 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (Index) over the medium to long term (before fees). | 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 | Commonwealth Bank of Australia (9.59 %) BHP Group Ltd (7.09 %) Westpac Banking Corp (4.33 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.18 %) |
Top 3 industries | Financials (57.24 %) Materials (14.95 %) Health Care (9.85 %) | |
Top 3 countries | ||
Management fee | 0.03 % | 0.22 % |
Key Summary
MQAE | UTIP | |
|---|---|---|
Issuer | Macquarie | BetaShares |
Tracking index | S&P/ASX 300 Accumulation Index - AUD - Benchmark TR Net | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.03 % | 0.22 % |
Price | $11.90 | $26.05 |
Size | N/A | $191.693 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.90 % | 1.87 % |
Market | ASX | ASX |
First listed date | 14/05/2024 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQAE | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 3 |
Median incremental investment | $1,146.75 | $4,224.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,556.00 | $32,314.40 |
Average age group | > 35 | > 35 |
Pros and Cons
MQAE | UTIP | |
|---|---|---|
Pros |
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Cons |
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MQAE | UTIP |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |