Compare AU

Compare INIF vs. ESTX

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 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

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

ESTX

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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