Compare AU
Compare UTIP vs. EMMG
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 EMMG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | EMMG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $4,192.00 | $1,997.66 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $2,086.50 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | EMMG | |
|---|---|---|
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. | EMMG.AX was created on 2019-05-29 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to generate after-fee returns in excess of the MSCI Emerging Markets Index expressed in Australian Dollars over rolling five-year periods. The Fund invests in a portfolio of emerging market shares that is actively managed by Legg Masons wholly-owned equity specialist, Martin Currie |
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 %) | BetaShares Martin Currie Em Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | China (20.90 %) India (20.69 %) Korea (17.98 %) | |
Management fee | 0.22 % | 1 % |
Key Summary
UTIP | EMMG | |
|---|---|---|
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 % | 1 % |
Price | $25.19 | $6.50 |
Size | $184.172 million | $15.591 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.39 % | 0.56 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 06/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | EMMG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $4,192.00 | $1,997.66 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $2,086.50 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | EMMG | |
|---|---|---|
Pros |
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Cons |
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UTIP | EMMG |
|---|---|
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 |