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Compare IJH vs. IIGF
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 iShares S&P Mid-Cap ETF (IJH) and the Intelligent Investor Eq Growth Fund Active ETF (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 | 41 | 13 |
Median incremental investment | $1,497.25 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,090.44 | $2,641.83 |
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 ETF currently has 94.3m in AUM and 30 holdings. 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 | ISHARES CORE S&P MID-CAP ETF (99.96 %) USD CASH (0.20 %) USD/AUD (0.00 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.11 %) Mineral Resources Ltd (5.85 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.78 %) |
Top 3 industries | Other (99.67 %) Communication Services (0.00 %) | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) |
Top 3 countries | United States (97.51 %) United Kingdom of Great Britain and Northern Ireland (0.83 %) Mexico (0.71 %) | Australia (60.37 %) United States (14.63 %) United Kingdom of Great Britain and Northern Ireland (9.34 %) |
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 | $51.38 | $3.21 |
Size | $487.700 million | $94.467 million |
10Y return | 180.54 % | N/A |
Annual distribution yield (5Y) | 1.18 % | 5.59 % |
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 | 41 | 13 |
Median incremental investment | $1,497.25 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,090.44 | $2,641.83 |
Average age group | > 35 | > 35 |
Pros and Cons
IJH | IIGF | |
|---|---|---|
Pros |
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Cons |
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IJH | IIGF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |