Compare AU

Compare UTIP vs. JHLO

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, shares and ETFs are a popular choice. Two options in the ASX are UTIP and JHLO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

JHLO

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$4,023.50

$0

Median investment frequency

Daily

N/A

Median total investment

$21,375.42

$0

Average age group

> 35

N/A


Key Summary

UTIP

JHLO

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.

JHLO.AX was created on 2024-04-26 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek to provide long-term capital appreciation.

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 %)

Jpmorgan Global Select Equity (Hedged) Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.22 %

0.55 %


Key Summary

UTIP

JHLO

Issuer

BetaShares

JPMorgan

Tracking index

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

Asset class

ETF

ETF

Management fee

0.22 %

0.55 %

Price

$25.63

$52.00

Size

$180.689 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.39 %

0.23 %

Market

ASX

ASX

First listed date

19/09/2023

25/04/2024

Purchase fee

$6.50

$6.50


Community Stats

UTIP

JHLO

Popularity

Low

N/A

Pearlers invested

1

0

Median incremental investment

$4,023.50

$0

Median investment frequency

Daily

N/A

Median total investment

$21,375.42

$0

Average age group

> 35

N/A


Pros and Cons

UTIP

JHLO

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

UTIP

JHLO

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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