Compare AU
Compare UTIP vs. HGBL
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 Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 78 |
Median incremental investment | $4,192.00 | $4,993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $15,903.42 | $15,950.76 |
Average age group | > 35 | 26 - 35 |
Key Summary
UTIP | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.97 %) | MSCI WORLD INDEX JUN25 (0 %) MICROSOFT CORP (4.82 %) APPLE INC (4.51 %) |
Top 3 industries | Other (30.63 %) Information Technology (22.37 %) Financials (9.09 %) | |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.22 % | 0.11 % |
Key Summary
UTIP | HGBL | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.11 % |
Price | $25.63 | $67.02 |
Size | $188.842 million | $1.300 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.58 % | 0.53 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 78 |
Median incremental investment | $4,192.00 | $4,993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $15,903.42 | $15,950.76 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UTIP | HGBL | |
|---|---|---|
Pros |
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Cons |
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UTIP | HGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |