Compare AU

Compare IIGF vs. BNDS

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 Westn Asset Aus Bond Fund (Managed Fund) (BNDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IIGF

BNDS

Popularity

Low

Low

Pearlers invested

17

13

Median incremental investment

$1,038.06

$625.59

Median investment frequency

Monthly

Monthly

Median total investment

$2,124.96

$922.74

Average age group

> 35

> 35


Key Summary

IIGF

BNDS

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.

BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods.

Top 3 holdings

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.45 %)

AUSTRALIAN GOVERNMENT 1.75% NOV-32 (1.70 %)

AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.54 %)

Top 3 industries

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Other (99.56 %)

Communication Services (0.44 %)

Top 3 countries

Australia (86.90 %)

New Zealand (7.31 %)

United States (5.79 %)

Management fee

0.97 %

0.42 %


Key Summary

IIGF

BNDS

Issuer

Intelligent Investor

BetaShares

Tracking index

Bloomberg AusBond Composite Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.42 %

Price

$3.04

$23.66

Size

$103.135 million

$756.531 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.21 %

2.47 %

Market

ASX

ASX

First listed date

05/10/2020

16/11/2018

Purchase fee

$6.50

$6.50


Community Stats

IIGF

BNDS

Popularity

Low

Low

Pearlers invested

17

13

Median incremental investment

$1,038.06

$625.59

Median investment frequency

Monthly

Monthly

Median total investment

$2,124.96

$922.74

Average age group

> 35

> 35


Pros and Cons

IIGF

BNDS

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

IIGF

BNDS

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 price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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