Compare AU
Compare INIF vs. DVDY
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 DVDY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INIF | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 54 |
Median incremental investment | $993.72 | $637.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,841.40 | $1,635.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
INIF | DVDY | |
|---|---|---|
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. | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %) | Pinnacle Investment Management Group Ltd (6.79 %) Brambles Ltd (4.93 %) Ansell Ltd (4.90 %) |
Top 3 industries | Financials (32.48 %) Industrials (29.40 %) Health Care (10.40 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.97 % | 0.35 % |
Key Summary
INIF | DVDY | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.35 % |
Price | $2.80 | $22.40 |
Size | $77.827 million | $67.968 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 6.27 % | 4.42 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 54 |
Median incremental investment | $993.72 | $637.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,841.40 | $1,635.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
INIF | DVDY | |
|---|---|---|
Pros |
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Cons |
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INIF | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |