Compare AU

Compare INIF vs. CETF

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

Community Stats

INIF

CETF

Popularity

Low

Low

Pearlers invested

10

30

Median incremental investment

$993.72

$956.32

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$1,316.98

Average age group

26 - 35

> 35


Key Summary

INIF

CETF

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.

CETF.AX was created on 2015-06-26 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide investors with access to a portfolio of the 50 largest companies in the mainland Chinese market.

Top 3 holdings

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

Kweichow Moutai Co Ltd Class A (11.64 %)

Contemporary Amperex Technology Co Ltd Class A (7.23 %)

China Merchants Bank Co Ltd Class A (4.76 %)

Top 3 industries

Financials (35.50 %)

Consumer Staples (33.17 %)

Industrials (15.44 %)

Top 3 countries

China (100.00 %)

Management fee

0.97 %

0.6 %


Key Summary

INIF

CETF

Issuer

Intelligent Investor

VanEck

Tracking index

FTSE China A50 Index - CNY

Asset class

ETF

ETF

Management fee

0.97 %

0.6 %

Price

$2.80

$57.26

Size

$77.824 million

$34.649 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

2.02 %

Market

ASX

ASX

First listed date

19/06/2018

26/06/2015

Purchase fee

$6.50

$6.50


Community Stats

INIF

CETF

Popularity

Low

Low

Pearlers invested

10

30

Median incremental investment

$993.72

$956.32

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$1,316.98

Average age group

26 - 35

> 35


Pros and Cons

INIF

CETF

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

CETF

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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