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Compare GIVE 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 Perpetual Esg Australian Share Active ETF (GIVE) 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
GIVE | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 9 |
Median incremental investment | $543.50 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $539.38 | $5,440.00 |
Average age group | > 35 | > 35 |
Key Summary
GIVE | INIF | |
|---|---|---|
Strategy | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | 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 | Deterra Royalties Ltd Ordinary Shares (7.41 %) Reliance Worldwide Corp Ltd (5.99 %) GWA Group Ltd (5.72 %) | BHP Group Ltd (9.59 %) New Hope Corp Ltd (5.18 %) ResMed Inc Chess Depository Interest (5.08 %) |
Top 3 industries | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) |
Top 3 countries | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) |
Management fee | 0.65 % | 0.97 % |
Key Summary
GIVE | INIF | |
|---|---|---|
Issuer | Perpetual | Intelligent Investor |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.97 % |
Price | $2.98 | $2.72 |
Size | N/A | $64.963 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 9.21 % | 6.76 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 9 |
Median incremental investment | $543.50 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $539.38 | $5,440.00 |
Average age group | > 35 | > 35 |
Pros and Cons
GIVE | INIF | |
|---|---|---|
Pros |
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Cons |
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GIVE | INIF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |