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Compare IISV vs. IGRO
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 iShares High Growth Esg ETF (IGRO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IISV | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 13 |
Median incremental investment | $781.45 | $761.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,819.10 | $3,050.96 |
Average age group | > 35 | > 35 |
Key Summary
IISV | IGRO | |
|---|---|---|
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 | IGRO.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.77 %) Visa Inc Class A (6.03 %) Mineral Resources Ltd (5.79 %) | iShares Core MSCI Wld Ex Aus ESG ETF (40.07 %) iShares Core MSCI Australia ESG ETF (31.02 %) iShares Core MSCI Wld ex Aus ESG AUHDETF (18.70 %) |
Top 3 industries | Financials (44.46 %) Consumer Discretionary (19.20 %) Other (17.74 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | United States (35.77 %) United Kingdom of Great Britain and Northern Ireland (19.48 %) Australia (15.58 %) | United States (48.95 %) Australia (33.58 %) Japan (4.12 %) |
Management fee | 0.97 % | 0.22 % |
Key Summary
IISV | IGRO | |
|---|---|---|
Issuer | Intelligent Investor | iShares |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | 34% MSCI Australia IMI Custom ESG Leaders Index - 43% MSCI World Ex Australia Custom ESG Leaders Index - 13% MSCI World Ex Australia Custom ESG Leaders Index AUD Hedged - 10% Other Benchmark - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.22 % |
Price | $3.36 | $34.59 |
Size | N/A | $24.588 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.97 % | 2.40 % |
Market | ASX | ASX |
First listed date | 30/03/2023 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IISV | IGRO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 13 |
Median incremental investment | $781.45 | $761.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,819.10 | $3,050.96 |
Average age group | > 35 | > 35 |
Pros and Cons
IISV | IGRO | |
|---|---|---|
Pros |
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Cons |
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IISV | IGRO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |