Compare AU

Compare UTIP vs. VISM

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Inflation Protected Us Trsy Bond Ch ETF

ASX

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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 MSCI International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

VISM

Popularity

Low

Low

Pearlers invested

1

260

Median incremental investment

$4,023.50

$1,093.36

Median investment frequency

Daily

Monthly

Median total investment

$21,208.62

$2,539.31

Average age group

> 35

26 - 35


Key Summary

UTIP

VISM

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 MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested.

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 %)

Reliance Steel & Aluminum Co. (0.20 %)

United Therapeutics Corp. (0.20 %)

Axon Enterprise Inc. (0.19 %)

Top 3 industries

Industrials (19.35 %)

Financials (14.55 %)

Consumer Discretionary (12.64 %)

Top 3 countries

United States (62.44 %)

Japan (12.99 %)

United Kingdom of Great Britain and Northern Ireland (5.56 %)

Management fee

0.22 %

0.32 %


Key Summary

UTIP

VISM

Issuer

BetaShares

Vanguard

Tracking index

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

MSCI World ex AU Small Cap

Asset class

ETF

ETF

Management fee

0.22 %

0.32 %

Price

$25.43

$68.63

Size

$179.296 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.39 %

4.37 %

Market

ASX

ASX

First listed date

19/09/2023

13/11/2018

Purchase fee

$6.50

$6.50


Community Stats

UTIP

VISM

Popularity

Low

Low

Pearlers invested

1

260

Median incremental investment

$4,023.50

$1,093.36

Median investment frequency

Daily

Monthly

Median total investment

$21,208.62

$2,539.31

Average age group

> 35

26 - 35


Pros and Cons

UTIP

VISM

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

VISM

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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