Compare AU
Compare UTIP vs. PLUS
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 VanEck Australian Corporate Bond Plus ETF (PLUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $4,192.00 | $4,993.50 |
Median investment frequency | Daily | Fortnightly |
Median total investment | $17,181.92 | $9,413.30 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | PLUS | |
|---|---|---|
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. | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | United States Treasury Notes 1.75% (3.83 %) United States Treasury Notes 1.125% (3.55 %) United States Treasury Notes 1.375% (3.54 %) | Telstra Group Ltd. (2.33 %) AusNet Services Holdings Pty Ltd. (1.85 %) Credit Agricole S.A. (1.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.22 % | 0.32 % |
Key Summary
UTIP | PLUS | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.32 % |
Price | $25.77 | $16.91 |
Size | $182.510 million | $328.685 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.39 % | 3.07 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $4,192.00 | $4,993.50 |
Median investment frequency | Daily | Fortnightly |
Median total investment | $17,181.92 | $9,413.30 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | PLUS | |
|---|---|---|
Pros |
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Cons |
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UTIP | PLUS |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |