Compare AU
Compare INIF vs. ESGI
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 ESGI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INIF | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 10 | 1,227 |
Median incremental investment | $993.72 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,841.40 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
INIF | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) | |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | |
Management fee | 0.97 % | 0.55 % |
Key Summary
INIF | ESGI | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.55 % |
Price | $2.80 | $37.16 |
Size | $77.827 million | $213.501 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 6.27 % | 3.26 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 10 | 1,227 |
Median incremental investment | $993.72 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,841.40 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
INIF | ESGI | |
|---|---|---|
Pros |
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Cons |
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INIF | ESGI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |