Compare AU
Compare IISV vs. BBFD
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 Intell Investor Select Value Shr Fund - Active ETF (IISV) and the BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (BBFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IISV | BBFD | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 10 | 0 |
Median incremental investment | $746.43 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $5,874.44 | $0 |
Average age group | > 35 | N/A |
Key Summary
IISV | BBFD | |
|---|---|---|
Strategy | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform 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 (7.81 %) RPMGlobal Holdings Ltd (7.20 %) CME Group Inc Class A (5.42 %) | US 10YR ULTRA FUT MAR25 (0 %) AUD - AUSTRALIA DOLLAR (99.11 %) USD - UNITED STATES DOLLAR (0.89 %) |
Top 3 industries | Financials (39.80 %) Other (24.53 %) Information Technology (12.36 %) | |
Top 3 countries | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) | |
Management fee | 0.97 % | 0 % |
Key Summary
IISV | BBFD | |
|---|---|---|
Issuer | Intelligent Investor | |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | |
Asset class | ETF | Stock |
Management fee | 0.97 % | 0 % |
Price | $3.57 | $20.38 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.07 % | 1.28 % |
Market | ASX | ASX |
First listed date | 30/03/2023 | 05/12/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IISV | BBFD | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 10 | 0 |
Median incremental investment | $746.43 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $5,874.44 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IISV | BBFD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IISV | BBFD |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower dividend/distribution yield | Higher dividend/distribution yield |