Compare AU

Compare UTIP vs. WXHG

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, shares and ETFs are a popular choice. Two options in the ASX are UTIP and WXHG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

WXHG

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$4,023.50

$668.05

Median investment frequency

Daily

Fortnightly

Median total investment

$21,375.42

$3,231.44

Average age group

> 35

26 - 35


Key Summary

UTIP

WXHG

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.

WXHG.AX was created on 2013-07-08 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia (Hedged) Fund seeks to closely track, before fees and expenses, the returns of the S&P Developed ex Australia LargeMidCap AUD Hedged Index.

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 %)

SPDR S&P World Ex Aus Carbon Control (Hedged) Fund (100 %)

Top 3 industries

Top 3 countries

United States (68.24 %)

Japan (8.19 %)

United Kingdom of Great Britain and Northern Ireland (3.95 %)

Management fee

0.22 %

0.1 %


Key Summary

UTIP

WXHG

Issuer

BetaShares

SPDR

Tracking index

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

S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD

Asset class

ETF

ETF

Management fee

0.22 %

0.1 %

Price

$25.63

$26.06

Size

$179.296 million

$270.263 million

10Y return

N/A

41.78 %

Annual distribution/ dividend yield (5Y)

0.39 %

9.09 %

Market

ASX

ASX

First listed date

19/09/2023

09/07/2013

Purchase fee

$6.50

$6.50


Community Stats

UTIP

WXHG

Popularity

Low

Low

Pearlers invested

1

9

Median incremental investment

$4,023.50

$668.05

Median investment frequency

Daily

Fortnightly

Median total investment

$21,375.42

$3,231.44

Average age group

> 35

26 - 35


Pros and Cons

UTIP

WXHG

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

UTIP

WXHG

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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