Compare AU

Compare IJH vs. IIGF

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

iShares S&P Mid-Cap ETF

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 iShares S&P Mid-Cap ETF (IJH) and the Intelligent Investor Aus Equity Growth Fund (Managed Fund) (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IJH

IIGF

Popularity

Low

Low

Pearlers invested

33

18

Median incremental investment

$1,036.42

$1,038.06

Median investment frequency

Monthly

Monthly

Median total investment

$4,002.46

$2,898.63

Average age group

> 35

> 35


Key Summary

IJH

IIGF

Strategy

IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of midcapitalisation US equities.

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.

Top 3 holdings

USD CASH (0.25 %)

AUD CASH (0.03 %)

USD/AUD (0.00 %)

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Top 3 industries

Other (99.67 %)

Communication Services (0.00 %)

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Top 3 countries

United States (98.41 %)

United Kingdom of Great Britain and Northern Ireland (0.60 %)

Canada (0.54 %)

Management fee

0.07 %

0.97 %


Key Summary

IJH

IIGF

Issuer

iShares

Intelligent Investor

Tracking index

S&P MidCap 400 Index - AUD

Asset class

ETF

ETF

Management fee

0.07 %

0.97 %

Price

$51.82

$3.02

Size

$438.097 million

$103.135 million

10Y return

208.27 %

N/A

Annual distribution yield (5Y)

8.31 %

5.21 %

Market

ASX

ASX

First listed date

10/10/2007

05/10/2020

Purchase fee

$6.50

$6.50


Community Stats

IJH

IIGF

Popularity

Low

Low

Pearlers invested

33

18

Median incremental investment

$1,036.42

$1,038.06

Median investment frequency

Monthly

Monthly

Median total investment

$4,002.46

$2,898.63

Average age group

> 35

> 35


Pros and Cons

IJH

IIGF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IJH

IIGF

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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