Compare AU

Compare IIGF vs. MQEG

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 MQEG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IIGF

MQEG

Popularity

Low

Low

Pearlers invested

17

5

Median incremental investment

$1,038.06

$2,016.23

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,124.96

$7,019.32

Average age group

> 35

> 35


Key Summary

IIGF

MQEG

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.

MQEG.AX was created on 2024-05-13 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund provides exposure to a diversified portfolio of Global equities through securities listed, or expected to be listed, on global developed market exchanges

Top 3 holdings

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Macquarie Core Global Equity Active 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 %

0.08 %


Key Summary

IIGF

MQEG

Issuer

Intelligent Investor

Macquarie

Tracking index

MSCI World ex-Australia ex-Tobacco Net Dividends Reinvested Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.97 %

0.08 %

Price

$3.04

$11.76

Size

$103.135 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

5.21 %

0.07 %

Market

ASX

ASX

First listed date

05/10/2020

14/05/2024

Purchase fee

$6.50

$6.50


Community Stats

IIGF

MQEG

Popularity

Low

Low

Pearlers invested

17

5

Median incremental investment

$1,038.06

$2,016.23

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,124.96

$7,019.32

Average age group

> 35

> 35


Pros and Cons

IIGF

MQEG

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

IIGF

MQEG

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

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