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Compare IIGF vs. ULTB
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 Eq Growth Fund Active ETF (IIGF) and the iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IIGF | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 1 |
Median incremental investment | $1,000.00 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,564.00 | $72,267.57 |
Average age group | > 35 | > 35 |
Key Summary
IIGF | ULTB | |
|---|---|---|
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. | N/A |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.11 %) Mineral Resources Ltd (5.85 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.78 %) | ISHARES $ TREASURY BOND 20+Y AUDHD (99.94 %) AUD CASH (0.05 %) EUR CASH (0.00 %) |
Top 3 industries | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) | |
Top 3 countries | Australia (60.37 %) United States (14.63 %) United Kingdom of Great Britain and Northern Ireland (9.34 %) | |
Management fee | 0.97 % | 0 % |
Key Summary
IIGF | ULTB | |
|---|---|---|
Issuer | Intelligent Investor | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 0.97 % | 0 % |
Price | $2.97 | $89.29 |
Size | $88.427 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.59 % | 3.38 % |
Market | ASX | ASX |
First listed date | 05/10/2020 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IIGF | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 1 |
Median incremental investment | $1,000.00 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,564.00 | $72,267.57 |
Average age group | > 35 | > 35 |
Pros and Cons
IIGF | ULTB | |
|---|---|---|
Pros |
| |
Cons |
|
IIGF | ULTB |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher dividend/distribution yield | Lower dividend/distribution yield |