Compare AU

Compare UTIP vs. ILB

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Inflation Protected Us Trsy Bond Ch ETF

ASX

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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 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

1

9

Median incremental investment

$4,023.50

$1,252.75

Median investment frequency

Daily

Fortnightly

Median total investment

$21,333.72

$5,802.62

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 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

United States Treasury Notes 2.125% (5.09 %)

United States Treasury Notes 1.25% (4.48 %)

United States Treasury Notes 0.5% (4.02 %)

AUSTRALIA (COMMONWEALTH OF) RegS (17.85 %)

AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %)

AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %)

Top 3 industries

Other (99.80 %)

Communication Services (0.20 %)

Top 3 countries

Australia (99.97 %)

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

$25.58

$123.46

Size

$180.689 million

$859.141 million

10Y return

N/A

13.63 %

Annual distribution yield (5Y)

0.39 %

1.14 %

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

1

9

Median incremental investment

$4,023.50

$1,252.75

Median investment frequency

Daily

Fortnightly

Median total investment

$21,333.72

$5,802.62

Average age group

> 35

> 35


Pros and Cons

UTIP

ILB

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

UTIP

ILB

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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