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Compare AU

Compare 29BB vs. IISV

Compare shares and ETFs on the ASX that you can trade on Pearler.

Betashares 2029 Fixed Term Corp Bond Active ETF

ASX

Buy

Buy

Overview
Performance

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 2029 Fixed Term Corp Bond Active ETF (29BB) and the Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

29BB

IISV

Popularity

N/A

Low

Pearlers invested

0

15

Median incremental investment

$0

$715.59

Median investment frequency

N/A

Monthly

Median total investment

$0

$5,319.60

Average age group

N/A

> 35

Key Summary

29BB

IISV

Strategy

29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive

IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment

Top 3 holdings

WESTPAC BANKING CORP 5.0% JAN-29 (5.16 %)

DWPF FINANCE PTY LTD 1.9% AUG-28 (3.69 %)

ELECTRANET PTY LTD 2.4737% DEC-28 (3.27 %)

Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.81 %)

RPMGlobal Holdings Ltd (7.20 %)

CME Group Inc Class A (5.42 %)

Top 3 industries

Financials (40.52 %)

Other (34.18 %)

Communication Services (17.53 %)

Top 3 countries

United States (42.65 %)

Australia (20.03 %)

United Kingdom of Great Britain and Northern Ireland (15.60 %)

Management fee

0 %

0.97 %

Key Summary

29BB

IISV

Issuer

BetaShares

Intelligent Investor

Tracking index

S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0 %

0.97 %

Price

$25.12

$3.72

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.07 %

0.07 %

Market

ASX

ASX

First listed date

01/05/2025

30/03/2023

Purchase fee

$6.50

$6.50

Community Stats

29BB

IISV

Popularity

N/A

Low

Pearlers invested

0

15

Median incremental investment

$0

$715.59

Median investment frequency

N/A

Monthly

Median total investment

$0

$5,319.60

Average age group

N/A

> 35

Pros and Cons

29BB

IISV

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

29BB

IISV

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee