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Compare 29BB vs. INIF
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 Intelligent Investor Aus Eq Inc Fund - Active ETF (INIF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
29BB | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $10,000.00 | $993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $25,763.44 | $5,440.00 |
Average age group | > 35 | > 35 |
Key Summary
29BB | INIF | |
|---|---|---|
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 | INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods. |
Top 3 holdings | BANCO SANTANDER SA 5.796% JAN-29 (2.97 %) NSW ELECTRICITY NETWORKS 2.732% APR-29 (2.75 %) NESTLE CAPITAL CORP 4.6% APR-29 (2.47 %) | BHP Group Ltd (9.59 %) New Hope Corp Ltd (5.18 %) ResMed Inc Chess Depository Interest (5.08 %) |
Top 3 industries | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) | |
Top 3 countries | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) | |
Management fee | 0 % | 0.97 % |
Key Summary
29BB | INIF | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.97 % |
Price | $24.56 | $2.72 |
Size | N/A | $64.963 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.54 % | 6.76 % |
Market | ASX | ASX |
First listed date | 01/05/2025 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
29BB | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $10,000.00 | $993.50 |
Median investment frequency | Weekly | Monthly |
Median total investment | $25,763.44 | $5,440.00 |
Average age group | > 35 | > 35 |
Pros and Cons
29BB | INIF | |
|---|---|---|
Pros |
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Cons |
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29BB | INIF |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |