Compare AU

Compare IIGF vs. 5GOV

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

Intelligent Investor Aus Eq Grth Fund - Active 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 Intelligent Investor Aus Eq Grth Fund - Active ETF (IIGF) and the VanEck 5-10 Year Australian Government Bond ETF (5GOV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IIGF

5GOV

Popularity

Low

Low

Pearlers invested

17

2

Median incremental investment

$1,038.06

$220.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,062.05

$1,616.90

Average age group

> 35

26 - 35


Key Summary

IIGF

5GOV

Strategy

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.

5GOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. Fund aims to provide an investment return before fees and other costs which tracks the performance of S&P/ASX Government Bond 5-10 Year Index in Australian dollars.

Top 3 holdings

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Australia (Commonwealth of) (6.29 %)

Australia (Commonwealth of) (5.75 %)

Australia (Commonwealth of) (5.67 %)

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

0.97 %

0.22 %


Key Summary

IIGF

5GOV

Issuer

Intelligent Investor

VanEck

Tracking index

S&P/ASX Government Bond 5-10 Year Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.97 %

0.22 %

Price

$2.95

$51.33

Size

$101.651 million

$57.890 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.21 %

0.61 %

Market

ASX

ASX

First listed date

05/10/2020

27/09/2023

Purchase fee

$6.50

$6.50


Community Stats

IIGF

5GOV

Popularity

Low

Low

Pearlers invested

17

2

Median incremental investment

$1,038.06

$220.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,062.05

$1,616.90

Average age group

> 35

26 - 35


Pros and Cons

IIGF

5GOV

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

IIGF

5GOV

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

Higher distribution yield

Lower distribution yield

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