Compare AU

Compare INIF vs. EDOC

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

Community Stats

INIF

EDOC

Popularity

Low

Low

Pearlers invested

10

9

Median incremental investment

$993.72

$705.01

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$471.50

Average age group

26 - 35

> 35


Key Summary

INIF

EDOC

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.

EDOC.AX was created on 2022-03-30 by BetaShares. The fund's investment portfolio concentrates primarily on health care equity. The investment objective of the BetaShares Digital Health and Telemedicine ETF is to provide an investment return that aims to track the performance of the NASDAQ CTA Global Digital Health Index (the Index), before taking into account fees and expenses.

Top 3 holdings

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

INSULET CORP (8.47 %)

BOSTON SCIENTIFIC CORP (8.24 %)

ABBOTT LABORATORIES (7.76 %)

Top 3 industries

Health Care (75.06 %)

Other (24.70 %)

Consumer Staples (14.33 %)

Top 3 countries

United States (77.51 %)

China (13.32 %)

Japan (4.67 %)

Management fee

0.97 %

0.67 %


Key Summary

INIF

EDOC

Issuer

Intelligent Investor

BetaShares

Tracking index

Nasdaq CTA Global Digital Health Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.97 %

0.67 %

Price

$2.80

$10.25

Size

$77.827 million

$1.658 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

- %

Market

ASX

ASX

First listed date

19/06/2018

29/03/2022

Purchase fee

$6.50

$6.50


Community Stats

INIF

EDOC

Popularity

Low

Low

Pearlers invested

10

9

Median incremental investment

$993.72

$705.01

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$471.50

Average age group

26 - 35

> 35


Pros and Cons

INIF

EDOC

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

EDOC

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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