Compare AU
Compare IIGF vs. BNDS
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 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 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,062.05 | $916.50 |
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 (2.26 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.63 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.61 %) |
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 | $2.95 | $23.50 |
Size | $101.651 million | $786.559 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.21 % | 2.44 % |
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 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,062.05 | $916.50 |
Average age group | > 35 | > 35 |
Pros and Cons
IIGF | BNDS | |
|---|---|---|
Pros |
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Cons |
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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 |