Compare AU
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, 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 J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $4,192.00 | $4,196.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $20,324.85 |
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 | 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 JP Morgan $ EM Bond ETF USD Dist (103.35 %) |
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 EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.51 % |
Price | $25.19 | $74.45 |
Size | $184.172 million | $68.488 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.39 % | 5.56 % |
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 | 2 | 2 |
Median incremental investment | $4,192.00 | $4,196.50 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $20,324.85 |
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 |