Compare AU
Compare IIGF vs. 5GOV
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 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 |
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Cons |
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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 |