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Compare UTIP vs. QOZ
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 Australia 200 Fundamental Value ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 90 |
Median incremental investment | $4,208.00 | $1,156.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $30,702.40 | $2,460.43 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1428.81m in AUM and 196 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0 %) USD - UNITED STATES DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-35 (3.95 %) | SPI 200 FUTURES DEC26 (0 %) BHP GROUP LTD (13.50 %) COMMONWEALTH BANK OF AUSTRALIA (5.82 %) |
Top 3 industries | Financials (31.95 %) Materials (24.29 %) Energy (7.33 %) | |
Top 3 countries | Australia (92.20 %) United States (6.36 %) United Kingdom of Great Britain and Northern Ireland (0.94 %) | |
Management fee | 0.22 % | 0.4 % |
Key Summary
UTIP | QOZ | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.4 % |
Price | $24.76 | $19.45 |
Size | $99.350 million | $1.418 billion |
10Y return | N/A | 62.08 % |
Annual distribution yield (5Y) | 2.44 % | 5.34 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | QOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 90 |
Median incremental investment | $4,208.00 | $1,156.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $30,702.40 | $2,460.43 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | QOZ | |
|---|---|---|
Pros |
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Cons |
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UTIP | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |