Compare AU

Compare UTIP vs. PLUS

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 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

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

UTIP

PLUS

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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