Compare AU

Compare UTIP vs. SYI

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 SPDR MSCI Australia Select High Dividend Yield Fund (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

SYI

Popularity

Low

Low

Pearlers invested

1

110

Median incremental investment

$4,023.50

$1,000.91

Median investment frequency

Daily

Monthly

Median total investment

$21,150.24

$1,363.47

Average age group

> 35

26 - 35


Key Summary

UTIP

SYI

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.

SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 443.89m in AUM and 63 holdings. The SPDR MSCI Australia Select High Dividend Yield Fund seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index.

Top 3 holdings

United States Treasury Notes 2.125% (5.09 %)

United States Treasury Notes 1.25% (4.48 %)

United States Treasury Notes 0.5% (4.02 %)

Commonwealth Bank of Australia (10.48 %)

National Australia Bank Ltd (10.07 %)

ANZ Group Holdings Ltd (9.66 %)

Top 3 industries

Financials (61.99 %)

Materials (24.32 %)

Consumer Discretionary (15.19 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.22 %

0.2 %


Key Summary

UTIP

SYI

Issuer

BetaShares

SPDR

Tracking index

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

MSCI Australia Select High Dividend Yield Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.2 %

Price

$25.36

$29.01

Size

$180.689 million

$442.255 million

10Y return

N/A

-4.73 %

Annual distribution yield (5Y)

0.39 %

9.01 %

Market

ASX

ASX

First listed date

19/09/2023

29/09/2010

Purchase fee

$6.50

$6.50


Community Stats

UTIP

SYI

Popularity

Low

Low

Pearlers invested

1

110

Median incremental investment

$4,023.50

$1,000.91

Median investment frequency

Daily

Monthly

Median total investment

$21,150.24

$1,363.47

Average age group

> 35

26 - 35


Pros and Cons

UTIP

SYI

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

UTIP

SYI

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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