Compare AU

Compare IISV vs. WIRE

Compare shares and ETFs on the ASX that you can trade on Pearler.

Intell Invest Select Value Shr 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 Intell Invest Select Value Shr Fund (Managed Fund) (IISV) and the Global X Copper Miners ETF (WIRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IISV

WIRE

Popularity

Low

Low

Pearlers invested

10

61

Median incremental investment

$605.56

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,539.37

$1,612.80

Average age group

26 - 35

> 35


Key Summary

IISV

WIRE

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

WIRE.AX was created on 2022-11-23 by Global X. The fund's investment portfolio concentrates primarily on materials equity. The ETF currently has 260.97m in AUM and 41 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Global Copper Miners Total Return Index.

Top 3 holdings

RPMGlobal Holdings Ltd (7.77 %)

Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.95 %)

KKR & Co Inc Ordinary Shares (5.57 %)

First Quantum Minerals Ltd (5.20 %)

Lundin Mining Corp (4.96 %)

Capstone Copper Corp (4.85 %)

Top 3 industries

Financials (50.65 %)

Consumer Discretionary (15.93 %)

Information Technology (14.85 %)

Materials (100.00 %)

Other (10.19 %)

Top 3 countries

United States (42.65 %)

Australia (20.03 %)

United Kingdom of Great Britain and Northern Ireland (15.60 %)

Canada (37.57 %)

China (10.30 %)

United States (10.10 %)

Management fee

0.97 %

0.65 %


Key Summary

IISV

WIRE

Issuer

Intelligent Investor

Global X

Tracking index

S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net

Solactive Global Copper Miners Index

Asset class

ETF

ETF

Management fee

0.97 %

0.65 %

Price

$3.58

$13.03

Size

N/A

$253.405 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

0.07 %

0.54 %

Market

ASX

ASX

First listed date

30/03/2023

22/11/2022

Purchase fee

$6.50

$6.50


Community Stats

IISV

WIRE

Popularity

Low

Low

Pearlers invested

10

61

Median incremental investment

$605.56

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$5,539.37

$1,612.80

Average age group

26 - 35

> 35


Pros and Cons

IISV

WIRE

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

IISV

WIRE

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

Lower distribution yield

Higher distribution yield

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