Compare AU

Compare IIGF vs. ISEC

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

Intelligent Investor Aus Eq Grth Fund - Active ETF

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 Eq Grth Fund - Active ETF (IIGF) and the iShares Enhanced Cash ETF (ISEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IIGF

ISEC

Popularity

Low

Low

Pearlers invested

17

3

Median incremental investment

$1,038.06

$1,096.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,062.05

$1,209.12

Average age group

> 35

26 - 35


Key Summary

IIGF

ISEC

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.

ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills.

Top 3 holdings

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

RBC MONEY MARKET 11AM (11.99 %)

UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %)

OVERSEA-CHINESE BANKING CORPORATIO (5.81 %)

Top 3 industries

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Other (99.33 %)

Communication Services (0.87 %)

Consumer Discretionary (0.67 %)

Top 3 countries

Australia (86.90 %)

New Zealand (7.31 %)

United States (5.79 %)

Management fee

0.97 %

0.12 %


Key Summary

IIGF

ISEC

Issuer

Intelligent Investor

iShares

Tracking index

S&P/ASX Bank Bill Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.12 %

Price

$2.95

$100.76

Size

$101.651 million

$257.538 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.21 %

2.05 %

Market

ASX

ASX

First listed date

05/10/2020

06/06/2017

Purchase fee

$6.50

$6.50


Community Stats

IIGF

ISEC

Popularity

Low

Low

Pearlers invested

17

3

Median incremental investment

$1,038.06

$1,096.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,062.05

$1,209.12

Average age group

> 35

26 - 35


Pros and Cons

IIGF

ISEC

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

IIGF

ISEC

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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