Is UTIP a good ETF?
UTIP is the BetaShares Inflation-Protected U.S. Treasury Bond Currency Hedged ETF from BetaShares. We classify it under Bonds and Intl. With about $111 million in assets it is a solidly established fund.
On a total-return basis, UTIP has delivered 2.13% a year over 1 year (ranked 214th of 308 ETFs we track).
The management fee of 0.22% is reasonable. That's cheaper than the typical 0.45% for similar ETFs. If cost is your priority, IUSG (0.17%) and USTB (0.19%) cover similar ground for less. It pays a moderate 3.24% yield.
Strengths
- Low-cost: a 0.22% management fee keeps more of the return in your pocket.
Things to watch
- Cheaper alternatives exist: IUSG and USTB.
What UTIP's categories mean for you
How each category this ETF belongs to tends to behave across market cycles.
Global and international shares from outside Australia — broadening you into thousands of companies and the sectors (tech, healthcare) the local market lacks.
- Market regime
- Essential diversification away from the bank-and-resources-heavy ASX. Unhedged versions carry currency risk; hedged versions remove it at a small cost.
- In a portfolio
- A core holding for almost every long-term Australian portfolio.
General information only, generated from the 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.