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Compare UTIP vs. DRUG
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 Betashares Global Healthcare Currency Hedged ETF (DRUG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | DRUG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 74 |
Median incremental investment | $4,224.00 | $745.07 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,215.20 | $1,587.12 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | DRUG | |
|---|---|---|
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. | DRUG.AX was created on 2016-08-04 by BetaShares. The fund's investment portfolio concentrates primarily on health care equity. DRUG.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global healthcare companies (ex-Australia), hedged into Australian dollars. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0 %) USD - UNITED STATES DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-35 (4.16 %) | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CHF - SWISS FRANC (0 %) |
Top 3 industries | Other (75.91 %) Communication Services (33.53 %) Health Care (23.80 %) | |
Top 3 countries | United States (69.91 %) Switzerland (10.93 %) United Kingdom of Great Britain and Northern Ireland (7.38 %) | |
Management fee | 0.22 % | 0.57 % |
Key Summary
UTIP | DRUG | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | Nasdaq Global ex-Australia Healthcare Hedged AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.57 % |
Price | $25.98 | $8.51 |
Size | $195.941 million | $176.152 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.05 % | 1.92 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 08/08/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | DRUG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 74 |
Median incremental investment | $4,224.00 | $745.07 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,215.20 | $1,587.12 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | DRUG | |
|---|---|---|
Pros |
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Cons |
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UTIP | DRUG |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |