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Compare UTIP vs. ERTH

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 BetaShares Climate Change Innovation ETF (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

ERTH

Popularity

Low

Low

Pearlers invested

2

370

Median incremental investment

$4,192.00

$602.01

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$926.17

Average age group

> 35

26 - 35


Key Summary

UTIP

ERTH

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.

ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions.

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 %)

CIE DE SAINT-GOBAIN (5.14 %)

ECOLAB INC (5.08 %)

DSM-FIRMENICH AG (4.97 %)

Top 3 industries

Other (56.07 %)

Information Technology (10.82 %)

Consumer Discretionary (9.83 %)

Top 3 countries

United States (40.06 %)

China (11.65 %)

Denmark (7.67 %)

Management fee

0.22 %

0.55 %


Key Summary

UTIP

ERTH

Issuer

BetaShares

BetaShares

Tracking index

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

Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.22 %

0.55 %

Price

$25.19

$9.28

Size

$184.172 million

$96.548 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.39 %

0.58 %

Market

ASX

ASX

First listed date

19/09/2023

10/03/2021

Purchase fee

$6.50

$6.50


Community Stats

UTIP

ERTH

Popularity

Low

Low

Pearlers invested

2

370

Median incremental investment

$4,192.00

$602.01

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$926.17

Average age group

> 35

26 - 35


Pros and Cons

UTIP

ERTH

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

UTIP

ERTH

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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