Compare AU
Compare UTIP vs. AESG
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 BetaShares Inflation Protected Us Trsy Bond Ch ETF (UTIP) and the iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $4,192.00 | $1,993.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $4,055.10 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | AESG | |
|---|---|---|
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. | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). |
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 %) | iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | ||
Management fee | 0.22 % | 0.19 % |
Key Summary
UTIP | AESG | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.19 % |
Price | $25.19 | $96.55 |
Size | $184.172 million | $78.708 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.39 % | 0.84 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 10/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | AESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $4,192.00 | $1,993.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $4,055.10 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | AESG | |
|---|---|---|
Pros |
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Cons |
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UTIP | AESG |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |