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Compare UTIP vs. ILB
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 Government Inflation ETF (ILB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 16 |
Median incremental investment | $4,224.00 | $1,163.88 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $32,252.40 | $2,681.70 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | ILB | |
|---|---|---|
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. | ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1007.5m in AUM and 11 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities. |
Top 3 holdings | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 2.125% JAN-35 (4.17 %) | AUSTRALIA (COMMONWEALTH OF) RegS (19.14 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.84 %) AUSTRALIA (COMMONWEALTH OF) RegS (14.80 %) |
Top 3 industries | Other (99.80 %) Communication Services (0.20 %) | |
Top 3 countries | ||
Management fee | 0.22 % | 0.18 % |
Key Summary
UTIP | ILB | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.18 % |
Price | $26.01 | $127.70 |
Size | $191.693 million | $1.018 billion |
10Y return | N/A | 13.77 % |
Annual distribution yield (5Y) | 1.87 % | 1.19 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 16 |
Median incremental investment | $4,224.00 | $1,163.88 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $32,252.40 | $2,681.70 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | ILB | |
|---|---|---|
Pros |
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Cons |
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UTIP | ILB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |