Compare AU
Compare IIGF vs. HQUS
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 HQUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IIGF | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 2 |
Median incremental investment | $1,038.06 | $693.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,062.05 | $1,076.75 |
Average age group | > 35 | > 35 |
Key Summary
IIGF | HQUS | |
|---|---|---|
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. | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. |
Top 3 holdings | RPMGlobal Holdings Ltd (10.13 %) CSL Ltd (6.83 %) New Hope Corp Ltd (5.72 %) | BetaShares S&P 500 Equal Weight Currency Hedged ETF (100 %) |
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 % | 0.29 % |
Key Summary
IIGF | HQUS | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.29 % |
Price | $2.95 | $43.07 |
Size | $101.651 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.21 % | - % |
Market | ASX | ASX |
First listed date | 05/10/2020 | 11/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IIGF | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 2 |
Median incremental investment | $1,038.06 | $693.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,062.05 | $1,076.75 |
Average age group | > 35 | > 35 |
Pros and Cons
IIGF | HQUS | |
|---|---|---|
Pros |
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Cons |
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IIGF | HQUS |
|---|---|
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 |