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Compare OOO vs. UTIP

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

BetaShares Crude Oil Index Currncy Hdg Complex ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are OOO and UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OOO

UTIP

Popularity

Low

Low

Pearlers invested

43

2

Median incremental investment

$5,000.00

$4,023.50

Median investment frequency

Monthly

Daily

Median total investment

$1,485.60

$15,649.01

Average age group

> 35

> 35


Key Summary

OOO

UTIP

Strategy

OOO.AX was created on 2011-11-11 by BetaShares. The fund's investment portfolio concentrates primarily on crude oil commodities. OOO.AX aims to track the performance of an index (before fees and expenses) that provides exposure to crude oil futures, hedged for currency movements in the AUD/USD exchange rate

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

BetaShares Crude Oil Index Currncy Hdg Complex ETF (100 %)

USD - UNITED STATES DOLLAR (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.99 %)

Top 3 industries

Top 3 countries

Management fee

0.69 %

0.22 %


Key Summary

OOO

UTIP

Issuer

BetaShares

BetaShares

Tracking index

S&P GSCI Crude Oil Hedged to AUD 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

0.69 %

0.22 %

Price

$6.19

$25.22

Size

$113.622 million

$185.318 million

10Y return

-75.97 %

N/A

Annual dividend/โ€Šdistribution yield (5Y)

12.09 %

0.49 %

Market

ASX

ASX

First listed date

16/11/2011

19/09/2023

Purchase fee

$6.50

$6.50


Community Stats

OOO

UTIP

Popularity

Low

Low

Pearlers invested

43

2

Median incremental investment

$5,000.00

$4,023.50

Median investment frequency

Monthly

Daily

Median total investment

$1,485.60

$15,649.01

Average age group

> 35

> 35


Pros and Cons

OOO

UTIP

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

OOO

UTIP

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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