Grow it · ETFs

UTIP vs IUSG

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

At a glance

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

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.
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.

Frequently Asked Questions

What's the difference between UTIP vs IUSG?

UTIP and IUSG 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 - UTIP vs IUSG?

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

Which has performed higher - UTIP vs IUSG?

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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