Grow it · ETFs

IUSG vs UTIP

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing IUSG and UTIP. IUSG has the lower management fee at 0.17% a year, UTIP has the higher 1 year return at 2.1% a year, and IUSG offers the higher at 3.76%.
Lower fee
IUSG 0.17% p.a.
Higher 1 year return
UTIP 2.1% p.a.
Higher yield
IUSG 3.76%
Larger fund
UTIP $111m

Side-by-side comparison

Metric IUSG
iShares U.S. Treasury Bond (AUD Hedged) ETF
UTIP
BetaShares Inflation-Protected U.S. Treasury Bond Currency Hedged ETF
Snapshot
Provider
iShares
BetaShares
Tracks index
Categories
Bonds, Intl
Bonds, Intl
Listed since
Fund size (AUM)
$30m
$111m
Cost & income
Management fee
0.17%
0.22%
Dividend yield
3.76%
3.24%
Franking
0%
0%
Turnover
Tax drag 1.2% 1.04%
Returns
Tax bracket
1-year return
1.8%
net
2.1%
net
3-year return
5-year return
10-year return
Risk
Volatility (3y)
Volatility (5y)
Volatility (10y)
Sharpe ratio (3y)
Sharpe ratio (5y)
Sharpe ratio (10y)
Bid/ask spread

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

IUSG iShares U.S. Treasury Bond (AUD Hedged) ETF
  • Low-cost: a 0.17% management fee keeps more of the return in your pocket.
  • Pays a useful 3.76% income yield.
UTIP BetaShares Inflation-Protected U.S. Treasury Bond Currency Hedged ETF
  • Low-cost: a 0.22% management fee keeps more of the return in your pocket.
  • Cheaper alternatives exist: IUSG and USTB.

Frequently Asked Questions

What's the difference between IUSG vs UTIP?

IUSG and UTIP are 2 Australian-listed ETFs we compare side by side. IUSG carries the lower management fee (0.17%). Over 1 year, UTIP has delivered the higher total return (2.1% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IUSG vs UTIP?

IUSG has the lower management fee at 0.17% a year, versus UTIP 0.22%.

Which has performed higher - IUSG vs UTIP?

Over the past 1 year, UTIP has delivered the higher total return at 2.1% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IUSG pays the higher at 3.76%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

UTIP is the larger fund by assets ($111m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

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