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Compare UTIP vs. GBND

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, 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 Sustainability Leaders Dvrsfd Bond ETF - Cur Hdg (GBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

GBND

Popularity

Low

Low

Pearlers invested

2

21

Median incremental investment

$4,192.00

$1,096.10

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$1,497.60

Average age group

> 35

26 - 35


Key Summary

UTIP

GBND

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.

GBND.AX was created on 2019-11-26 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 Solactive Australian and Global Select Sustainability Leaders Bond TR Index - AUD Hedged, before taking into account fees and expenses.

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 %)

GOVERNMENT OF FRANCE 1.75% JUN-39 (1.82 %)

TREASURY CORP VICTORIA 4.25% DEC-32 (1.03 %)

NEW S WALES TREASURY CRP 4.75% FEB-35 (0.99 %)

Top 3 industries

Other (74.40 %)

Communication Services (25.60 %)

Top 3 countries

Management fee

0.22 %

0.49 %


Key Summary

UTIP

GBND

Issuer

BetaShares

BetaShares

Tracking index

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

Solactive Australian and Global Select Sustainability Leaders Bond Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.49 %

Price

$25.19

$20.80

Size

$184.172 million

$359.267 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.39 %

2.12 %

Market

ASX

ASX

First listed date

19/09/2023

28/11/2019

Purchase fee

$6.50

$6.50


Community Stats

UTIP

GBND

Popularity

Low

Low

Pearlers invested

2

21

Median incremental investment

$4,192.00

$1,096.10

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$1,497.60

Average age group

> 35

26 - 35


Pros and Cons

UTIP

GBND

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

UTIP

GBND

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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