Compare AU

Compare UTIP vs. ACDC

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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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 Global X Battery Tech & Lithium ETF (ACDC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

ACDC

Popularity

Low

Medium

Pearlers invested

2

2,323

Median incremental investment

$4,192.00

$802.32

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$1,310.55

Average age group

> 35

26 - 35


Key Summary

UTIP

ACDC

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.

The Global X Battery Tech & Lithium ETF (ASX: ACDC) seeks to track the performance of The Solactive Global Lithium Index before account fees, expenses and taxes. The index invests in companies involved in the lithium business. This includes companies involved in all aspects of lithium, from mining and refining the metal, to producing batteries and Electric Vehicles (EVs).

Top 3 holdings

United States Treasury Notes 1.875% (4.03 %)

United States Treasury Notes 1.75% (3.82 %)

United States Treasury Notes 1.125% (3.55 %)

Tesla Inc (5.48 %)

Eos Energy Enterprises Inc Ordinary Shares Class A (4.70 %)

Sumitomo Electric Industries Ltd (3.81 %)

Top 3 industries

Consumer Discretionary (44.06 %)

Industrials (38.02 %)

Information Technology (17.92 %)

Top 3 countries

Japan (23.82 %)

United States (18.30 %)

Korea (13.38 %)

Management fee

0.22 %

0.69 %


Key Summary

UTIP

ACDC

Issuer

BetaShares

Global X

Tracking index

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

Solactive Battery Value-Chain Index

Asset class

ETF

ETF

Management fee

0.22 %

0.69 %

Price

$25.19

$87.37

Size

$184.172 million

$511.858 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.39 %

4.05 %

Market

ASX

ASX

First listed date

19/09/2023

03/09/2018

Purchase fee

$6.50

$6.50


Community Stats

UTIP

ACDC

Popularity

Low

Medium

Pearlers invested

2

2,323

Median incremental investment

$4,192.00

$802.32

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$1,310.55

Average age group

> 35

26 - 35


Pros and Cons

UTIP

ACDC

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

UTIP

ACDC

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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