Compare AU
Compare UTIP vs. EINC
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are UTIP and EINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $4,192.00 | $765.45 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,775.05 | $1,046.01 |
Average age group | > 35 | 26 - 35 |
Key Summary
UTIP | EINC | |
|---|---|---|
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. | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation |
Top 3 holdings | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.99 %) | BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | Australia (97.66 %) New Zealand (2.34 %) | |
Management fee | 0.22 % | 0.85 % |
Key Summary
UTIP | EINC | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.85 % |
Price | $25.15 | $8.79 |
Size | $184.163 million | $19.014 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.39 % | 5.87 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 19/02/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $4,192.00 | $765.45 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,775.05 | $1,046.01 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UTIP | EINC | |
|---|---|---|
Pros |
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Cons |
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UTIP | EINC |
|---|---|
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 |