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Compare UTIP vs. GARP
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 Global X S&P World Ex Australia Garp ETF (GARP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 67 |
Median incremental investment | $4,224.00 | $1,009.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,525.20 | $1,761.75 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | GARP | |
|---|---|---|
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. | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. |
Top 3 holdings | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.12 %) | NVIDIA Corp (5.92 %) Alphabet Inc Class C (5.88 %) Microsoft Corp (5.06 %) |
Top 3 industries | Information Technology (29.10 %) Other (22.79 %) Communication Services (20.23 %) | |
Top 3 countries | ||
Management fee | 0.22 % | 0 % |
Key Summary
UTIP | GARP | |
|---|---|---|
Issuer | BetaShares | Global X |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0 % |
Price | $26.25 | $13.02 |
Size | $192.161 million | $142.089 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.87 % | 1.09 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 25/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 67 |
Median incremental investment | $4,224.00 | $1,009.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,525.20 | $1,761.75 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | GARP | |
|---|---|---|
Pros |
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Cons |
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UTIP | GARP |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |