Compare AU
Compare HVLU vs. IIGF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are HVLU and IIGF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | IIGF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $1,038.06 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,103.99 |
Average age group | N/A | > 35 |
Key Summary
HVLU | IIGF | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. | 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 | VanEck MSCI International Value (Aud Hedged) ETF (100 %) | RPMGlobal Holdings Ltd (10.13 %) CSL Ltd (6.83 %) New Hope Corp Ltd (5.72 %) |
Top 3 industries | Other (28.42 %) Consumer Discretionary (15.54 %) Information Technology (15.39 %) | |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | |
Management fee | 0.29 % | 0.97 % |
Key Summary
HVLU | IIGF | |
|---|---|---|
Issuer | VanEck | Intelligent Investor |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.97 % |
Price | $26.96 | $3.01 |
Size | $5.401 million | $104.060 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.78 % | 5.21 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | IIGF | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $1,038.06 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,103.99 |
Average age group | N/A | > 35 |
Pros and Cons
HVLU | IIGF | |
|---|---|---|
Pros |
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Cons |
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HVLU | IIGF |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |