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Compare UTIP vs. VTS
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 Vanguard US Total Market Shares Index ETF (VTS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
UTIP | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 3 | 3,369 |
Median incremental investment | $4,224.00 | $1,294.34 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,016.80 | $5,633.98 |
Average age group | > 35 | > 35 |
Key Summary
UTIP | VTS | |
|---|---|---|
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 U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0 %) USD - UNITED STATES DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-35 (4.08 %) | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | |
Top 3 countries | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) | |
Management fee | 0.22 % | 0.03 % |
Key Summary
UTIP | VTS | |
|---|---|---|
Issuer | BetaShares | Vanguard |
Tracking index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged | CRSP U.S. Total Market Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.03 % |
Price | $25.77 | $506.49 |
Size | $193.241 million | $585.179 billion |
10Y return | N/A | 261.21 % |
Annual distribution yield (5Y) | 2.05 % | 1.18 % |
Market | ASX | ASX |
First listed date | 19/09/2023 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UTIP | VTS | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 3 | 3,369 |
Median incremental investment | $4,224.00 | $1,294.34 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,016.80 | $5,633.98 |
Average age group | > 35 | > 35 |
Pros and Cons
UTIP | VTS | |
|---|---|---|
Pros |
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Cons |
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UTIP | VTS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |