Compare AU

Compare UTIP vs. SVNP

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, shares and ETFs are a popular choice. Two options in the ASX are UTIP and SVNP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

SVNP

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$4,192.00

$0

Median investment frequency

Daily

N/A

Median total investment

$16,801.73

$0

Average age group

> 35

N/A


Key Summary

UTIP

SVNP

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.

SVNP.AX was created on 2022-01-17 by Fat Prophets. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Funds objectives are to maximise total returns on behalf of unit holders over time, while remaining mindful of managing risk and reducing portfolio volatility. This is not intended to be a forecast, it is merely an investment objective of the Fund. The Fund may not be successful in meeting this objective

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 %)

Savana Us Small Caps Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.22 %

0 %


Key Summary

UTIP

SVNP

Issuer

BetaShares

Fat Prophets

Tracking index

Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.22 %

0 %

Price

$25.19

$1.43

Size

$184.172 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.39 %

0.26 %

Market

ASX

ASX

First listed date

19/09/2023

20/01/2022

Purchase fee

$6.50

$6.50


Community Stats

UTIP

SVNP

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$4,192.00

$0

Median investment frequency

Daily

N/A

Median total investment

$16,801.73

$0

Average age group

> 35

N/A


Pros and Cons

UTIP

SVNP

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

UTIP

SVNP

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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