Compare AU

Compare UTIP vs. A200

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Inflation Protected Us Trsy Bond Ch ETF

ASX

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Buy

Overview
Performance

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 BetaShares Inflation Protected Us Trsy Bond Ch ETF (UTIP) and the BetaShares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

A200

Popularity

Low

Medium

Pearlers invested

1

4,875

Median incremental investment

$4,192.00

$1,077.46

Median investment frequency

Daily

Monthly

Median total investment

$25,450.00

$3,657.68

Average age group

> 35

26 - 35


Key Summary

UTIP

A200

Strategy

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.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

United States Treasury Notes 1.75% (3.83 %)

United States Treasury Notes 1.125% (3.55 %)

United States Treasury Notes 1.375% (3.54 %)

COMMONWEALTH BANK OF AUSTRALIA (10.75 %)

BHP GROUP LTD (8.22 %)

CSL LTD (5.45 %)

Top 3 industries

Financials (33.72 %)

Materials (18.17 %)

Health Care (8.79 %)

Top 3 countries

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.22 %

0.04 %


Key Summary

UTIP

A200

Issuer

BetaShares

BetaShares

Tracking index

Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.04 %

Price

$25.45

$140.68

Size

$180.632 million

$6.134 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.39 %

5.25 %

Market

ASX

ASX

First listed date

19/09/2023

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

UTIP

A200

Popularity

Low

Medium

Pearlers invested

1

4,875

Median incremental investment

$4,192.00

$1,077.46

Median investment frequency

Daily

Monthly

Median total investment

$25,450.00

$3,657.68

Average age group

> 35

26 - 35


Pros and Cons

UTIP

A200

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

UTIP

A200

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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