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Compare IISV vs. CRED
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 Australian Investment Grade Corporate Bond ETF (CRED). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IISV | CRED | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 40 |
Median incremental investment | $781.45 | $2,526.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,676.10 | $4,018.91 |
Average age group | > 35 | > 35 |
Key Summary
IISV | CRED | |
|---|---|---|
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 | CRED.AX was created on 2018-05-31 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1767.55m in AUM and 61 holdings. CRED.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of senior, fixed-rate, investment grade Australian corporate bonds. |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.77 %) Visa Inc Class A (6.03 %) Mineral Resources Ltd (5.79 %) | AUST 10Y BOND FUT JUN26 (0 %) EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.91 %) AROUNDTOWN SA 6.65% FEB-36 (2.40 %) |
Top 3 industries | Financials (44.46 %) Consumer Discretionary (19.20 %) Other (17.74 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | United States (35.77 %) United Kingdom of Great Britain and Northern Ireland (19.48 %) Australia (15.58 %) | |
Management fee | 0.97 % | 0.25 % |
Key Summary
IISV | CRED | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | Solactive Australian Investment Grade Corporate Bond Select Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.25 % |
Price | $3.27 | $22.77 |
Size | N/A | $1.794 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.97 % | 3.81 % |
Market | ASX | ASX |
First listed date | 30/03/2023 | 04/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IISV | CRED | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 40 |
Median incremental investment | $781.45 | $2,526.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,676.10 | $4,018.91 |
Average age group | > 35 | > 35 |
Pros and Cons
IISV | CRED | |
|---|---|---|
Pros |
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Cons |
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IISV | CRED |
|---|---|
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 price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |