Compare AU
Compare VGE vs. UTIP
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 Vanguard FTSE Emerging Markets Shares ETF (VGE) and the BetaShares Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VGE | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 951 | 2 |
Median incremental investment | $1,095.57 | $4,023.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,170.40 | $16,095.77 |
Average age group | 26 - 35 | > 35 |
Key Summary
VGE | UTIP | |
|---|---|---|
Strategy | Vanguard FTSE Emerging Markets Shares ETF seeks to follow the performance of the FTSE Emerging Markets All Cap China A Inclusion Index in Australian dollars before considering fees, expenses, and tax. It tracks the index's performance with dividends reinvested. | 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. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co. Ltd. (4.80 %) Tencent Holdings Ltd. (3.68 %) Alibaba Group Holding Ltd. (2.83 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (4.00 %) |
Top 3 industries | Other (18.89 %) Financials (15.91 %) Information Technology (14.87 %) | |
Top 3 countries | China (28.87 %) India (24.00 %) Taiwan (19.40 %) | |
Management fee | 0.48 % | 0.22 % |
Key Summary
VGE | UTIP | |
|---|---|---|
Issuer | Vanguard | BetaShares |
Tracking index | FTSE Custom Emerging Markets All Cap China A Inclusion Index | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.22 % |
Price | $79.88 | $25.94 |
Size | N/A | $188.688 million |
10Y return | 36.69 % | N/A |
Annual distribution yield (5Y) | 2.45 % | 0.49 % |
Market | ASX | ASX |
First listed date | 21/11/2013 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VGE | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 951 | 2 |
Median incremental investment | $1,095.57 | $4,023.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,170.40 | $16,095.77 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VGE | UTIP | |
|---|---|---|
Pros |
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Cons |
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VGE | UTIP |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |