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Compare UTIP vs. IHEB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are UTIP and IHEB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $4,208.00 | $2,649.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $31,669.60 | $5,811.72 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | IHEB | |
|---|---|---|
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. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0 %) USD - UNITED STATES DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-35 (4.05 %) | iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (100 %) |
Top 3 industries | Other (98.67 %) Communication Services (1.33 %) | |
Top 3 countries | ||
Management fee | 0.22 % | 0.51 % |
Key Summary
UTIP | IHEB | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | J.P. Morgan Emerging Markets Bond Index Global Diversified Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.51 % |
Price | $25.54 | $76.47 |
Size | $107.641 million | $48.826 million |
10Y return | N/A | -30.01 % |
Annual distribution/ dividend yield (5Y) | 2.32 % | 5.69 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 2 |
Median incremental investment | $4,208.00 | $2,649.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $31,669.60 | $5,811.72 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | IHEB | |
|---|---|---|
Pros |
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Cons |
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UTIP | IHEB |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |