Compare AU

Compare UTIP vs. VDHG

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 Vanguard Diversified High Growth Index ETF (VDHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

VDHG

Popularity

Low

Medium

Pearlers invested

1

8,423

Median incremental investment

$4,023.50

$1,000.00

Median investment frequency

Daily

Monthly

Median total investment

$21,375.42

$2,658.63

Average age group

> 35

26 - 35


Key Summary

UTIP

VDHG

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.

Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesn’t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs.

Top 3 holdings

United States Treasury Notes 1.75% (3.83 %)

United States Treasury Notes 1.125% (3.55 %)

United States Treasury Notes 1.375% (3.54 %)

BHP Group Ltd. (3.79 %)

Commonwealth Bank of Australia (3.03 %)

CSL Ltd. (2.38 %)

Top 3 industries

Financials (17.35 %)

Other (12.53 %)

Information Technology (11.71 %)

Top 3 countries

United States (39.99 %)

Australia (38.01 %)

Japan (3.63 %)

Management fee

0.22 %

0.27 %


Key Summary

UTIP

VDHG

Issuer

BetaShares

Vanguard

Tracking index

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

A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A

Asset class

ETF

ETF

Management fee

0.22 %

0.27 %

Price

$25.63

$68.17

Size

$179.296 million

$1.321 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.39 %

5.54 %

Market

ASX

ASX

First listed date

19/09/2023

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

UTIP

VDHG

Popularity

Low

Medium

Pearlers invested

1

8,423

Median incremental investment

$4,023.50

$1,000.00

Median investment frequency

Daily

Monthly

Median total investment

$21,375.42

$2,658.63

Average age group

> 35

26 - 35


Pros and Cons

UTIP

VDHG

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

UTIP

VDHG

Lower exposure to AU market

Higher exposure to AU market

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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