Compare AU

Compare INIF vs. AUDS

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 AUDS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INIF

AUDS

Popularity

Low

Low

Pearlers invested

10

4

Median incremental investment

$993.72

$975.05

Median investment frequency

Monthly

Weekly

Median total investment

$7,841.40

$27,437.82

Average age group

26 - 35

> 35


Key Summary

INIF

AUDS

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.

AUDS.AX was created on 2016-11-28 by BetaShares. The fund's investment portfolio concentrates primarily on long aud, short usd currency. AUDS.AX aims to provide geared exposure to changes in the value of the Australian dollar against the U.S. dollar.

Top 3 holdings

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

AUDUSD CRNCY FUT SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (95.25 %)

USD - UNITED STATES DOLLAR (4.75 %)

Top 3 industries

Other (70.09 %)

Communication Services (29.91 %)

Top 3 countries

Management fee

0.97 %

1.38 %


Key Summary

INIF

AUDS

Issuer

Intelligent Investor

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

1.38 %

Price

$2.80

$5.57

Size

$77.827 million

$32.446 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

4.09 %

Market

ASX

ASX

First listed date

19/06/2018

24/01/2017

Purchase fee

$6.50

$6.50


Community Stats

INIF

AUDS

Popularity

Low

Low

Pearlers invested

10

4

Median incremental investment

$993.72

$975.05

Median investment frequency

Monthly

Weekly

Median total investment

$7,841.40

$27,437.82

Average age group

26 - 35

> 35


Pros and Cons

INIF

AUDS

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

AUDS

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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