Compare AU

Compare UTIP vs. GARP

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Inflation Protected Us Trsy Bond Ch ETF

ASX

Buy

Buy

Overview
Performance

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 GARP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

GARP

Popularity

Low

Low

Pearlers invested

2

19

Median incremental investment

$4,192.00

$1,032.19

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$1,621.20

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

United States Treasury Notes 1.875% (4.03 %)

United States Treasury Notes 1.75% (3.82 %)

United States Treasury Notes 1.125% (3.55 %)

Global X S&P World Ex Australia Garp ETF (100 %)

Top 3 industries

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

$25.19

$11.58

Size

$184.172 million

$10.281 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.39 %

- %

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

2

19

Median incremental investment

$4,192.00

$1,032.19

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$1,621.20

Average age group

> 35

> 35


Pros and Cons

UTIP

GARP

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

UTIP

GARP

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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