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Compare ATEC 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 S&P/ASX Australian Technology ETF (ATEC) 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
ATEC | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 436 | 13 |
Median incremental investment | $1,009.50 | $870.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,075.64 | $4,318.60 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | IISV | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 611.51m in AUM and 42 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | 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 | COMPUTERSHARE LTD (11.06 %) XERO LTD (10.06 %) CARSALES.COM LTD (8.20 %) | Visa Inc Class A (7.90 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.81 %) Amazon.com Inc (5.42 %) |
Top 3 industries | Information Technology (45.49 %) Communication Services (23.16 %) Health Care (10.65 %) | Financials (44.46 %) Consumer Discretionary (19.20 %) Other (17.74 %) |
Top 3 countries | Australia (91.74 %) United States (7.16 %) New Zealand (0.73 %) | United States (35.77 %) United Kingdom of Great Britain and Northern Ireland (19.48 %) Australia (15.58 %) |
Management fee | 0.48 % | 0.97 % |
Key Summary
ATEC | IISV | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | S&P/ASX All Technology Index - AUD | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.97 % |
Price | $20.90 | $3.03 |
Size | $588.787 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.31 % | 6.43 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 436 | 13 |
Median incremental investment | $1,009.50 | $870.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,075.64 | $4,318.60 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | IISV | |
|---|---|---|
Pros |
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Cons |
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ATEC | IISV |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |