Compare AU
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 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 |
|
|
Cons |
|
|
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 |