Compare AU
Compare SPY 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 SPDR S&P 500 ETF Trust (SPY) 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
SPY | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 246 | 2 |
Median incremental investment | $1,200.00 | $4,023.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,648.79 | $16,008.90 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | UTIP | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index). | 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 | Apple Inc (7.25 %) Microsoft Corp (5.82 %) NVIDIA Corp (5.63 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (4.00 %) |
Top 3 industries | Information Technology (60.12 %) Consumer Discretionary (17.11 %) Communication Services (13.38 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | |
Management fee | 0.0945 % | 0.22 % |
Key Summary
SPY | UTIP | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P 500 | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.22 % |
Price | $882.93 | $25.80 |
Size | $985.871 billion | $188.688 million |
10Y return | 228.58 % | N/A |
Annual distribution yield (5Y) | 1.28 % | 0.49 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 246 | 2 |
Median incremental investment | $1,200.00 | $4,023.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,648.79 | $16,008.90 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | UTIP | |
|---|---|---|
Pros |
| |
Cons |
|
SPY | UTIP |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |