Compare AU
Compare INIF vs. ESTX
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 ESTX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INIF | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 66 |
Median incremental investment | $993.72 | $1,009.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,925.42 | $2,448.33 |
Average age group | 26 - 35 | > 35 |
Key Summary
INIF | ESTX | |
|---|---|---|
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. | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. |
Top 3 holdings | Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %) | ASML Holding NV (7.44 %) SAP SE (6.60 %) Lvmh Moet Hennessy Louis Vuitton SE (4.45 %) |
Top 3 industries | Information Technology (33.46 %) Industrials (18.88 %) Consumer Discretionary (10.19 %) | |
Top 3 countries | France (36.93 %) Germany (27.26 %) Netherlands (16.92 %) | |
Management fee | 0.97 % | 0.35 % |
Key Summary
INIF | ESTX | |
|---|---|---|
Issuer | Intelligent Investor | ETFS |
Tracking index | Euro STOXX 50 | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.35 % |
Price | $2.83 | $89.03 |
Size | $77.824 million | $160.738 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 | 21/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 66 |
Median incremental investment | $993.72 | $1,009.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,925.42 | $2,448.33 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
INIF | ESTX | |
|---|---|---|
Pros |
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Cons |
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INIF | ESTX |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |