Compare AU
Compare UTIP vs. GBND
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 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 | $1,145.84 |
Median investment frequency | Daily | Monthly |
Median total investment | $17,181.92 | $1,517.04 |
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 1.75% (3.83 %) United States Treasury Notes 1.125% (3.55 %) United States Treasury Notes 1.375% (3.54 %) | 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 | $25.76 | $21.07 |
Size | $182.510 million | $355.243 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 | $1,145.84 |
Median investment frequency | Daily | Monthly |
Median total investment | $17,181.92 | $1,517.04 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UTIP | GBND | |
|---|---|---|
Pros |
|
|
Cons |
|
|
UTIP | GBND |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |