Compare AU

Compare INIF vs. A200

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

Intelligent Investor Aus Equity Income Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are INIF and A200. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INIF

A200

Popularity

Low

Medium

Pearlers invested

10

4,953

Median incremental investment

$993.72

$1,078.59

Median investment frequency

Monthly

Monthly

Median total investment

$7,561.35

$3,652.29

Average age group

26 - 35

26 - 35


Key Summary

INIF

A200

Strategy

INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %)

COMMONWEALTH BANK OF AUSTRALIA (10.63 %)

BHP GROUP LTD (7.98 %)

CSL LTD (5.68 %)

Top 3 industries

Financials (33.91 %)

Materials (17.89 %)

Health Care (8.74 %)

Top 3 countries

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.97 %

0.04 %


Key Summary

INIF

A200

Issuer

Intelligent Investor

BetaShares

Tracking index

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.04 %

Price

$2.73

$137.57

Size

$75.888 million

$6.279 billion

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

5.25 %

Market

ASX

ASX

First listed date

19/06/2018

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

INIF

A200

Popularity

Low

Medium

Pearlers invested

10

4,953

Median incremental investment

$993.72

$1,078.59

Median investment frequency

Monthly

Monthly

Median total investment

$7,561.35

$3,652.29

Average age group

26 - 35

26 - 35


Pros and Cons

INIF

A200

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

A200

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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