Compare AU

Compare UTIP vs. QHAL

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, 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

62

Median incremental investment

$4,192.00

$865.83

Median investment frequency

Daily

Monthly

Median total investment

$17,115.22

$5,024.34

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 1.75% (3.83 %)

United States Treasury Notes 1.125% (3.55 %)

United States Treasury Notes 1.375% (3.54 %)

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

$25.66

$48.78

Size

$182.510 million

$1.531 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

62

Median incremental investment

$4,192.00

$865.83

Median investment frequency

Daily

Monthly

Median total investment

$17,115.22

$5,024.34

Average age group

> 35

> 35


Pros and Cons

UTIP

QHAL

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

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

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