Compare AU
Compare QUAL 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 VanEck MSCI International Quality ETF (QUAL) 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
QUAL | UTIP | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,304 | 2 |
Median incremental investment | $881.00 | $4,023.50 |
Median investment frequency | Monthly | Daily |
Median total investment | $3,604.80 | $15,791.73 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | UTIP | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 | Meta Platforms Inc Class A (5.83 %) Apple Inc (5.20 %) Microsoft Corp (4.81 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.89 %) |
Top 3 industries | Information Technology (40.62 %) Communication Services (24.13 %) Health Care (14.22 %) | |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | |
Management fee | 0.4 % | 0.22 % |
Key Summary
QUAL | UTIP | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MSCI World ex Australia Quality 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 | 0.4 % | 0.22 % |
Price | $59.55 | $25.54 |
Size | $7.112 billion | $184.219 million |
10Y return | 238.74 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 0.49 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | UTIP | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,304 | 2 |
Median incremental investment | $881.00 | $4,023.50 |
Median investment frequency | Monthly | Daily |
Median total investment | $3,604.80 | $15,791.73 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | UTIP | |
|---|---|---|
Pros |
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Cons |
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QUAL | 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 |