Compare AU

Compare UTIP vs. XMET

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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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 BetaShares Energy Transition Metals ETF (XMET). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

UTIP

XMET

Popularity

Low

Low

Pearlers invested

1

31

Median incremental investment

$4,023.50

$1,005.61

Median investment frequency

Daily

Monthly

Median total investment

$21,292.02

$1,098.24

Average age group

> 35

> 35


Key Summary

UTIP

XMET

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.

XMET.AX was created on 2022-10-26 by BetaShares. The fund's investment portfolio concentrates primarily on materials equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Nasdaq Sprott Energy Transition Materials Select Index, before taking into account fees and expenses

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 %)

FIRST QUANTUM MINERALS LTD (6.03 %)

WHEATON PRECIOUS METALS CORP (5.85 %)

SOUTHERN COPPER CORP (5.64 %)

Top 3 industries

Other (65.48 %)

Materials (34.38 %)

Information Technology (0.14 %)

Top 3 countries

Management fee

0.22 %

0.69 %


Key Summary

UTIP

XMET

Issuer

BetaShares

BetaShares

Tracking index

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

Nasdaq Sprott Energy Transition Materials Select Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.22 %

0.69 %

Price

$25.36

$8.44

Size

$180.689 million

$27.817 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.39 %

0.37 %

Market

ASX

ASX

First listed date

19/09/2023

27/10/2022

Purchase fee

$6.50

$6.50


Community Stats

UTIP

XMET

Popularity

Low

Low

Pearlers invested

1

31

Median incremental investment

$4,023.50

$1,005.61

Median investment frequency

Daily

Monthly

Median total investment

$21,292.02

$1,098.24

Average age group

> 35

> 35


Pros and Cons

UTIP

XMET

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

UTIP

XMET

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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