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Compare UTIP vs. SYI
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 State Street SPDR MSCI Aus Select High Dividend Yield ETF (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 | 3 | 204 |
Median incremental investment | $4,224.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,388.80 | $1,556.01 |
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 627.65m in AUM and 59 holdings. The State Street SPDR MSCI Australia Select High Dividend Yield ETF seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0 %) USD - UNITED STATES DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-35 (4.17 %) | National Australia Bank Ltd (10.98 %) Commonwealth Bank of Australia (10.65 %) Westpac Banking Corp (10.24 %) |
Top 3 industries | Financials (64.34 %) Consumer Discretionary (15.19 %) Energy (14.07 %) | |
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 | $26.00 | $30.80 |
Size | $197.243 million | $624.138 million |
10Y return | N/A | 17.24 % |
Annual distribution yield (5Y) | 2.05 % | 8.27 % |
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 | 3 | 204 |
Median incremental investment | $4,224.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,388.80 | $1,556.01 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
UTIP | SYI | |
|---|---|---|
Pros |
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Cons |
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UTIP | SYI |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |