Compare AU
Compare UTIP vs. XMET
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 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 |
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Cons |
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UTIP | XMET |
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Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |