Compare AU

Compare IIGF vs. FIIN

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, shares and ETFs are a popular choice. Two options in the ASX are IIGF and FIIN. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IIGF

FIIN

Popularity

Low

Low

Pearlers invested

18

6

Median incremental investment

$1,038.06

$593.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,898.63

$657.69

Average age group

> 35

26 - 35


Key Summary

IIGF

FIIN

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.

FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India Index NR over the medium to long term

Top 3 holdings

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Fidelity India Active ETF (100 %)

Top 3 industries

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Top 3 countries

Management fee

0.97 %

1.2 %


Key Summary

IIGF

FIIN

Issuer

Intelligent Investor

Fidelity

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

1.2 %

Price

$3.02

$9.94

Size

$103.135 million

$5.075 million

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

5.21 %

2.16 %

Market

ASX

ASX

First listed date

05/10/2020

30/05/2024

Purchase fee

$6.50

$6.50


Community Stats

IIGF

FIIN

Popularity

Low

Low

Pearlers invested

18

6

Median incremental investment

$1,038.06

$593.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,898.63

$657.69

Average age group

> 35

26 - 35


Pros and Cons

IIGF

FIIN

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

IIGF

FIIN

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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