Compare AU

Compare UTIP vs. QUAL

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Inflation Protected Us Trsy Bond Ch ETF

ASX

Buy

Buy

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 MSCI International Quality ETF (QUAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

QUAL

Popularity

Low

Medium

Pearlers invested

2

1,285

Median incremental investment

$4,192.00

$860.98

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$3,466.25

Average age group

> 35

> 35


Key Summary

UTIP

QUAL

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.

QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks.

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 %)

Apple Inc (5.75 %)

Meta Platforms Inc Class A (5.24 %)

Microsoft Corp (5.19 %)

Top 3 industries

Information Technology (42.68 %)

Communication Services (22.59 %)

Health Care (19.76 %)

Top 3 countries

United States (77.74 %)

Switzerland (4.98 %)

United Kingdom of Great Britain and Northern Ireland (4.22 %)

Management fee

0.22 %

0.4 %


Key Summary

UTIP

QUAL

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 Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.4 %

Price

$25.19

$58.75

Size

$184.172 million

$7.019 billion

10Y return

N/A

245.18 %

Annual distribution yield (5Y)

0.39 %

1.85 %

Market

ASX

ASX

First listed date

19/09/2023

31/10/2014

Purchase fee

$6.50

$6.50


Community Stats

UTIP

QUAL

Popularity

Low

Medium

Pearlers invested

2

1,285

Median incremental investment

$4,192.00

$860.98

Median investment frequency

Daily

Monthly

Median total investment

$16,801.73

$3,466.25

Average age group

> 35

> 35


Pros and Cons

UTIP

QUAL

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

QUAL

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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