Compare AU
Compare RGB 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 Russell Investments Australian Government Bond ETF (RGB) 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
RGB | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $643.50 | $4,023.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $0 | $16,008.90 |
Average age group | N/A | > 35 |
Key Summary
RGB | UTIP | |
|---|---|---|
Strategy | RGB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. To aim to provide a total return before costs and tax, in line with the DBIQ 5-10 year Australian Government Bond Index over the long term. | 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 | Australia (Commonwealth of) 1% (10.21 %) Australia (Commonwealth of) 3% (10.17 %) Australia (Commonwealth of) 3.75% (10.13 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (4.00 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.24 % | 0.22 % |
Key Summary
RGB | UTIP | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | DBIQ 5-10 year Australian Government Bond 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 | 0.24 % | 0.22 % |
Price | $18.98 | $25.80 |
Size | $237.404 million | $188.688 million |
10Y return | -13.06 % | N/A |
Annual distribution yield (5Y) | 2.30 % | 0.49 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGB | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $643.50 | $4,023.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $0 | $16,008.90 |
Average age group | N/A | > 35 |
Pros and Cons
RGB | UTIP | |
|---|---|---|
Pros |
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Cons |
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RGB | UTIP |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |