Compare AU

Compare AQLT vs. IIGF

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

BetaShares Australian Quality 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 Australian Quality ETF (AQLT) and the Intelligent Investor Aus Equity Growth Fund (Managed Fund) (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AQLT

IIGF

Popularity

Low

Low

Pearlers invested

37

17

Median incremental investment

$3,993.50

$1,038.06

Median investment frequency

Monthly

Monthly

Median total investment

$5,351.84

$2,124.96

Average age group

> 35

> 35


Key Summary

AQLT

IIGF

Strategy

AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 271.68m in AUM and 38 holdings. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability.

IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above 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

SPI 200 FUTURES SEP24 (0 %)

TELSTRA GROUP LTD (6.82 %)

COMMONWEALTH BANK OF AUSTRALIA (6.09 %)

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Top 3 industries

Financials (37.43 %)

Materials (13.28 %)

Consumer Discretionary (10.82 %)

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Top 3 countries

Australia (95.56 %)

United States (3.31 %)

China (1.13 %)

Australia (86.90 %)

New Zealand (7.31 %)

United States (5.79 %)

Management fee

0.35 %

0.97 %


Key Summary

AQLT

IIGF

Issuer

BetaShares

Intelligent Investor

Tracking index

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.97 %

Price

$32.24

$3.04

Size

$298.519 million

$103.135 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.12 %

5.21 %

Market

ASX

ASX

First listed date

05/04/2022

05/10/2020

Purchase fee

$6.50

$6.50


Community Stats

AQLT

IIGF

Popularity

Low

Low

Pearlers invested

37

17

Median incremental investment

$3,993.50

$1,038.06

Median investment frequency

Monthly

Monthly

Median total investment

$5,351.84

$2,124.96

Average age group

> 35

> 35


Pros and Cons

AQLT

IIGF

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

AQLT

IIGF

Higher exposure to AU market

Lower 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

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