Compare AU

Compare UTIP vs. MOGL

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, 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 Montaka Gbl Long Only Equities Fund (Managed Fund) (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

MOGL

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$4,023.50

$295.25

Median investment frequency

Daily

Fortnightly

Median total investment

$21,292.02

$11,466.03

Average age group

> 35

> 35


Key Summary

UTIP

MOGL

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.

N/A

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 %)

Amazon.com Inc (10.94 %)

KKR & Co Inc Ordinary Shares (10.82 %)

Blackstone Inc (10.28 %)

Top 3 industries

Financials (34.52 %)

Communication Services (24.17 %)

Consumer Discretionary (20.77 %)

Top 3 countries

Management fee

0.22 %

N/A


Key Summary

UTIP

MOGL

Issuer

BetaShares

N/A

Tracking index

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

N/A

Asset class

ETF

Stock

Management fee

0.22 %

N/A

Price

$25.36

$4.68

Size

$180.689 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.39 %

4.59 %

Market

ASX

ASX

First listed date

19/09/2023

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

UTIP

MOGL

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$4,023.50

$295.25

Median investment frequency

Daily

Fortnightly

Median total investment

$21,292.02

$11,466.03

Average age group

> 35

> 35


Pros and Cons

UTIP

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

UTIP

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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