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Compare INIF vs. AUST
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 Intelligent Investor Aus Eq Inc Fund - Active ETF (INIF) and the Betashares Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INIF | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $993.72 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,920.00 | $2,058.56 |
Average age group | 26 - 35 | < 26 |
Key Summary
INIF | AUST | |
|---|---|---|
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. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 33.64m in AUM and 200 holdings. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | BHP Group Ltd (7.17 %) ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (6.38 %) MA Financial Group Ltd (5.95 %) | SPI 200 FUTURES DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (10.27 %) BHP GROUP LTD (7.72 %) |
Top 3 industries | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.97 % | 0.49 % |
Key Summary
INIF | AUST | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | S&P/ASX 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.49 % |
Price | $2.96 | $18.38 |
Size | $76.059 million | $33.520 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.35 % | 3.53 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 1 |
Median incremental investment | $993.72 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,920.00 | $2,058.56 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
INIF | AUST | |
|---|---|---|
Pros |
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Cons |
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INIF | AUST |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |