Compare AU

Compare UTIP vs. IHD

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 iShares S&P/ASX Div Opportunities Esg Screened ETF (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

IHD

Popularity

Low

Low

Pearlers invested

2

28

Median incremental investment

$4,192.00

$677.39

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$1,402.62

Average age group

> 35

> 35


Key Summary

UTIP

IHD

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.

IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 317.01m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations

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 %)

RIO TINTO LTD (9.87 %)

FORTESCUE LTD (8.72 %)

WESTPAC BANKING CORPORATION CORP (8.18 %)

Top 3 industries

Financials (42.51 %)

Materials (22.84 %)

Industrials (13.44 %)

Top 3 countries

Australia (99.25 %)

New Zealand (0.75 %)

Management fee

0.22 %

0.23 %


Key Summary

UTIP

IHD

Issuer

BetaShares

iShares

Tracking index

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

S&P/ASX Dividend Opportunities Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.23 %

Price

$25.19

$14.46

Size

$184.172 million

$307.983 million

10Y return

N/A

-2.69 %

Annual distribution yield (5Y)

0.39 %

7.42 %

Market

ASX

ASX

First listed date

19/09/2023

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

UTIP

IHD

Popularity

Low

Low

Pearlers invested

2

28

Median incremental investment

$4,192.00

$677.39

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$1,402.62

Average age group

> 35

> 35


Pros and Cons

UTIP

IHD

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

UTIP

IHD

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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