Compare AU

Compare UTIP vs. AUMF

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 iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

AUMF

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$4,192.00

$130.00

Median investment frequency

Daily

Weekly

Median total investment

$16,801.73

$1,425.16

Average age group

> 35

26 - 35


Key Summary

UTIP

AUMF

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.

AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 83.73m in AUM and 129 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints.

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 %)

COMMONWEALTH BANK OF AUSTRALIA (8.15 %)

BHP GROUP LTD (7.02 %)

CSL LTD (4.26 %)

Top 3 industries

Financials (28.68 %)

Materials (18.21 %)

Industrials (12.21 %)

Top 3 countries

Australia (99.45 %)

China (0.55 %)

Management fee

0.22 %

0.3 %


Key Summary

UTIP

AUMF

Issuer

BetaShares

iShares

Tracking index

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

MSCI Australia IMI Diversified Multiple-Factor Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.3 %

Price

$25.19

$34.76

Size

$184.172 million

$81.280 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.39 %

5.42 %

Market

ASX

ASX

First listed date

19/09/2023

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

UTIP

AUMF

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$4,192.00

$130.00

Median investment frequency

Daily

Weekly

Median total investment

$16,801.73

$1,425.16

Average age group

> 35

26 - 35


Pros and Cons

UTIP

AUMF

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

UTIP

AUMF

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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