Compare AU
Compare UTIP vs. IGRO
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 iShares High Growth Esg ETF (IGRO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 8 |
Median incremental investment | $4,192.00 | $676.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $5,636.25 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | IGRO | |
|---|---|---|
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. | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds |
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 %) | iShares Core MSCI Wld Ex Aus ESG ETF (41.73 %) iShares Core MSCI Australia ESG ETF (34.56 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (14.59 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | |
Top 3 countries | United States (47.22 %) Australia (36.23 %) Japan (3.92 %) | |
Management fee | 0.22 % | 0.22 % |
Key Summary
UTIP | IGRO | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.22 % |
Price | $25.19 | $33.75 |
Size | $184.172 million | $11.991 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.39 % | 1.32 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 8 |
Median incremental investment | $4,192.00 | $676.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $5,636.25 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | IGRO | |
|---|---|---|
Pros |
| |
Cons |
|
UTIP | IGRO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower distribution yield | Higher distribution yield |