Compare AU
Compare UTIP vs. NDQ
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 Betashares Nasdaq 100 ETF (NDQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | NDQ | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 6,961 |
Median incremental investment | $4,192.00 | $993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $15,971.67 | $2,793.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
UTIP | NDQ | |
|---|---|---|
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. | BetaShares Nasdaq 100 ETF (ASX: NDQ) seeks to track the performance of the NASDAQ 100 index before account fees, expenses and taxes. The index tracks 100 of the largest non-financial companies listed on the NASDAQ market. |
Top 3 holdings | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.97 %) | NASDAQ 100 E-MINI JUN25 (0 %) MICROSOFT CORP (8.56 %) NVIDIA CORP (8.36 %) |
Top 3 industries | Information Technology (50.75 %) Consumer Discretionary (14.22 %) Communication Services (12.70 %) | |
Top 3 countries | United States (97.15 %) Netherlands (0.92 %) Brazil (0.69 %) | |
Management fee | 0.22 % | 0.48 % |
Key Summary
UTIP | NDQ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | NASDAQ 100 Index |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.48 % |
Price | $25.63 | $48.70 |
Size | $187.704 million | $6.226 billion |
10Y return | N/A | 386.51 % |
Annual distribution yield (5Y) | 0.58 % | 2.88 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 26/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | NDQ | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 6,961 |
Median incremental investment | $4,192.00 | $993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $15,971.67 | $2,793.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UTIP | NDQ | |
|---|---|---|
Pros |
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Cons |
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UTIP | NDQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |