Compare AU

Compare INIF vs. DGGF

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

Community Stats

INIF

DGGF

Popularity

Low

Low

Pearlers invested

10

25

Median incremental investment

$993.72

$990.50

Median investment frequency

Monthly

Monthly

Median total investment

$7,897.41

$2,610.00

Average age group

26 - 35

> 35


Key Summary

INIF

DGGF

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.

DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations

Top 3 holdings

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

BETASHARES SUSTAINABILITY LEAD (30.71 %)

BETASHARES GLOBAL SUSTAINABILI (30.15 %)

BETASHARES AUSTRALIAN SUSTAINA (25.95 %)

Top 3 industries

Other (99.70 %)

Communication Services (0.30 %)

Top 3 countries

United States (49.43 %)

Australia (33.86 %)

Japan (4.93 %)

Management fee

0.97 %

0.26 %


Key Summary

INIF

DGGF

Issuer

Intelligent Investor

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0.26 %

Price

$2.82

$29.00

Size

$77.824 million

$49.953 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

4.05 %

Market

ASX

ASX

First listed date

19/06/2018

09/12/2019

Purchase fee

$6.50

$6.50


Community Stats

INIF

DGGF

Popularity

Low

Low

Pearlers invested

10

25

Median incremental investment

$993.72

$990.50

Median investment frequency

Monthly

Monthly

Median total investment

$7,897.41

$2,610.00

Average age group

26 - 35

> 35


Pros and Cons

INIF

DGGF

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

DGGF

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

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