Compare AU

Compare IIGF vs. VDGR

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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Intelligent Investor Aus Equity Growth Fund (Managed Fund) (IIGF) and the Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IIGF

VDGR

Popularity

Low

Low

Pearlers invested

17

107

Median incremental investment

$1,038.06

$1,052.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,110.98

$3,260.43

Average age group

> 35

> 35


Key Summary

IIGF

VDGR

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.

VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax

Top 3 holdings

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

BHP Group Ltd. (3.01 %)

Commonwealth Bank of Australia (2.40 %)

CSL Ltd. (1.89 %)

Top 3 industries

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Other (31.32 %)

Financials (13.67 %)

Information Technology (9.13 %)

Top 3 countries

Australia (86.90 %)

New Zealand (7.31 %)

United States (5.79 %)

United States (39.83 %)

Australia (38.22 %)

Japan (3.61 %)

Management fee

0.97 %

0.27 %


Key Summary

IIGF

VDGR

Issuer

Intelligent Investor

Vanguard

Tracking index

28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark

Asset class

ETF

ETF

Management fee

0.97 %

0.27 %

Price

$3.02

$63.65

Size

$103.135 million

$1.222 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.21 %

5.01 %

Market

ASX

ASX

First listed date

05/10/2020

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

IIGF

VDGR

Popularity

Low

Low

Pearlers invested

17

107

Median incremental investment

$1,038.06

$1,052.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,110.98

$3,260.43

Average age group

> 35

> 35


Pros and Cons

IIGF

VDGR

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

IIGF

VDGR

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher 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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