Compare AU
Compare RGOS 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 RGOS and UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RGOS | UTIP | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $4,023.50 |
Median investment frequency | N/A | Daily |
Median total investment | $0 | $15,791.73 |
Average age group | N/A | > 35 |
Key Summary
RGOS | UTIP | |
|---|---|---|
Strategy | RGOS.AX was created on 2024-04-12 by Russell. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Funds benchmark, before costs and tax, over the long term by providing exposure to a diversified portfolio of predominantly international shares. | 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 | Russell Sust Global Opportunities Complex ETF (100 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.89 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.22 % |
Key Summary
RGOS | UTIP | |
|---|---|---|
Issuer | Russell | 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 | 0 % | 0.22 % |
Price | $22.22 | $25.54 |
Size | N/A | $184.219 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.87 % | 0.49 % |
Market | ASX | ASX |
First listed date | 15/04/2024 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGOS | UTIP | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $4,023.50 |
Median investment frequency | N/A | Daily |
Median total investment | $0 | $15,791.73 |
Average age group | N/A | > 35 |
Pros and Cons
RGOS | UTIP | |
|---|---|---|
Pros |
| |
Cons |
|
RGOS | UTIP |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |