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Compare 29BB vs. IISV
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 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 | 14 |
Median incremental investment | $0 | $715.59 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $5,019.30 |
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 (5.17 %) DWPF FINANCE PTY LTD 1.9% AUG-28 (3.70 %) ELECTRANET PTY LTD 2.4737% DEC-28 (3.28 %) | 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 | $25.25 | $3.51 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.51 % | 3.97 % |
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 | 14 |
Median incremental investment | $0 | $715.59 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $5,019.30 |
Average age group | N/A | > 35 |
Pros and Cons
29BB | IISV | |
|---|---|---|
Pros |
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Cons |
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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 |
Lower distribution yield | Higher distribution yield |