Compare AU

Compare IIGF vs. A200

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

Intelligent Investor Aus Equity Growth 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 Intelligent Investor Aus Equity Growth Fund (Managed Fund) (IIGF) and the BetaShares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IIGF

A200

Popularity

Low

Medium

Pearlers invested

18

4,875

Median incremental investment

$1,038.06

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$2,908.26

$3,657.68

Average age group

> 35

26 - 35


Key Summary

IIGF

A200

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.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

COMMONWEALTH BANK OF AUSTRALIA (10.75 %)

BHP GROUP LTD (8.22 %)

CSL LTD (5.45 %)

Top 3 industries

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Financials (33.72 %)

Materials (18.17 %)

Health Care (8.79 %)

Top 3 countries

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.97 %

0.04 %


Key Summary

IIGF

A200

Issuer

Intelligent Investor

BetaShares

Tracking index

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.04 %

Price

$3.02

$140.68

Size

$104.054 million

$6.134 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.21 %

5.25 %

Market

ASX

ASX

First listed date

05/10/2020

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

IIGF

A200

Popularity

Low

Medium

Pearlers invested

18

4,875

Median incremental investment

$1,038.06

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$2,908.26

$3,657.68

Average age group

> 35

26 - 35


Pros and Cons

IIGF

A200

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IIGF

A200

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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