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Compare SUBD 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 SUBD and UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SUBD | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 3 |
Median incremental investment | $9,972.75 | $4,224.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $15,736.80 | $32,240.00 |
Average age group | > 35 | > 35 |
Key Summary
SUBD | UTIP | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2955.59m in AUM and 38 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of 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 | VanEck Australian Subordinated Debt ETF (100 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.18 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.29 % | 0.22 % |
Key Summary
SUBD | UTIP | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price 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 | 0.29 % | 0.22 % |
Price | $25.28 | $26.00 |
Size | $3.105 billion | $189.993 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.29 % | 1.87 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 3 |
Median incremental investment | $9,972.75 | $4,224.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $15,736.80 | $32,240.00 |
Average age group | > 35 | > 35 |
Pros and Cons
SUBD | UTIP | |
|---|---|---|
Pros |
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Cons |
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SUBD | UTIP |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |