Compare AU
Compare UTIP vs. QLTY
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 Global Quality Leaders ETF (QLTY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | QLTY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 95 |
Median incremental investment | $4,192.00 | $1,254.45 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $5,108.53 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | QLTY | |
|---|---|---|
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. | QLTY.AX was created on 2018-11-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. QLTY.AX aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score |
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 %) | ARISTA NETWORKS INC (2.17 %) NVIDIA CORP (2.10 %) VISA INC (2.10 %) |
Top 3 industries | Other (33.29 %) Information Technology (28.66 %) Industrials (9.15 %) | |
Top 3 countries | United States (67.42 %) Japan (10.43 %) Switzerland (4.55 %) | |
Management fee | 0.22 % | 0.35 % |
Key Summary
UTIP | QLTY | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.35 % |
Price | $25.19 | $31.70 |
Size | $184.172 million | $699.958 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.39 % | 2.61 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 07/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | QLTY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 95 |
Median incremental investment | $4,192.00 | $1,254.45 |
Median investment frequency | Daily | Monthly |
Median total investment | $16,801.73 | $5,108.53 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | QLTY | |
|---|---|---|
Pros |
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Cons |
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UTIP | QLTY |
|---|---|
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 |