Compare AU
Compare UTIP vs. QHAL
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 QHAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 63 |
Median incremental investment | $4,192.00 | $864.31 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $4,911.30 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | QHAL | |
|---|---|---|
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. | QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the Index. |
Top 3 holdings | United States Treasury Notes 1.875% (4.03 %) United States Treasury Notes 1.75% (3.82 %) United States Treasury Notes 1.125% (3.55 %) | VanEck MSCI International Quality (Aud Hedged) ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (77.72 %) Switzerland (4.96 %) United Kingdom of Great Britain and Northern Ireland (4.17 %) | |
Management fee | 0.22 % | 0.43 % |
Key Summary
UTIP | QHAL | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.43 % |
Price | $25.19 | $48.15 |
Size | $184.172 million | $1.546 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.39 % | 1.82 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 25/03/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 63 |
Median incremental investment | $4,192.00 | $864.31 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $4,911.30 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | QHAL | |
|---|---|---|
Pros |
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Cons |
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UTIP | QHAL |
|---|---|
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 |