Compare AU

Compare EIGA vs. IEU

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

Perennial Income Generator Fund (Managed Fund)

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 Perennial Income Generator Fund (Managed Fund) (EIGA) and the iShares Europe ETF (IEU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

EIGA

IEU

Popularity

Low

Low

Pearlers invested

62

57

Median incremental investment

$599.39

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,486.08

$2,101.50

Average age group

> 35

26 - 35


Key Summary

EIGA

IEU

Strategy

EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt).

IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets

Top 3 holdings

BHP Group Ltd (13.12 %)

Commonwealth Bank of Australia (6.19 %)

CSL Ltd (6.01 %)

ISHARES EUROPE ETF TRUST (99.88 %)

AUD CASH (0.11 %)

USD CASH (0.02 %)

Top 3 industries

Materials (36.73 %)

Financials (26.98 %)

Health Care (10.75 %)

Other (99.93 %)

Communication Services (0.07 %)

Top 3 countries

Australia (97.92 %)

United States (2.08 %)

United Kingdom of Great Britain and Northern Ireland (22.73 %)

Switzerland (16.15 %)

France (15.81 %)

Management fee

0.8 %

0.59 %


Key Summary

EIGA

IEU

Issuer

Perennial

iShares

Tracking index

S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net

S&P Europe 350 Index - AUD

Asset class

ETF

ETF

Management fee

0.8 %

0.59 %

Price

$3.84

$84.06

Size

N/A

$712.627 million

10Y return

N/A

57.06 %

Annual distribution yield (5Y)

6.44 %

2.40 %

Market

ASX

ASX

First listed date

07/05/2018

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

EIGA

IEU

Popularity

Low

Low

Pearlers invested

62

57

Median incremental investment

$599.39

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,486.08

$2,101.50

Average age group

> 35

26 - 35


Pros and Cons

EIGA

IEU

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

EIGA

IEU

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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