Compare AU

Compare INIF vs. EBND

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 are a popular choice. Two options in the ASX are INIF and EBND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INIF

EBND

Popularity

Low

Low

Pearlers invested

10

12

Median incremental investment

$993.72

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$7,925.42

$1,504.47

Average age group

26 - 35

> 35


Key Summary

INIF

EBND

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.

EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark

Top 3 holdings

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

J.P. Morgan Emerging Markets Bonds (50/50 hedged) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0.95 %


Key Summary

INIF

EBND

Issuer

Intelligent Investor

VanEck

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0.95 %

Price

$2.83

$10.34

Size

$77.824 million

$170.273 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

6.27 %

5.17 %

Market

ASX

ASX

First listed date

19/06/2018

13/02/2020

Purchase fee

$6.50

$6.50


Community Stats

INIF

EBND

Popularity

Low

Low

Pearlers invested

10

12

Median incremental investment

$993.72

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$7,925.42

$1,504.47

Average age group

26 - 35

> 35


Pros and Cons

INIF

EBND

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

EBND

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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