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Compare INIF vs. ETF
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 ETF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INIF | --- | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 8 | 0 |
Median incremental investment | $993.72 | - |
Median investment frequency | Monthly | N/A |
Median total investment | $8,373.50 | $0 |
Average age group | > 35 | N/A |
Key Summary
INIF | --- | |
|---|---|---|
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. | N/A |
Top 3 holdings | BHP Group Ltd (8.03 %) Mineral Resources Ltd (5.92 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.32 %) | |
Top 3 industries | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) | |
Top 3 countries | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) | |
Management fee | 0.97 % | N/A |
Key Summary
INIF | --- | |
|---|---|---|
Issuer | Intelligent Investor | N/A |
Tracking index | N/A | |
Asset class | ETF | Stock |
Management fee | 0.97 % | N/A |
Price | $2.99 | $-- |
Size | $70.827 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.63 % | - % |
Market | ASX | ASX |
First listed date | 19/06/2018 | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | --- | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 8 | 0 |
Median incremental investment | $993.72 | - |
Median investment frequency | Monthly | N/A |
Median total investment | $8,373.50 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
INIF | --- | |
|---|---|---|
Pros |
| |
Cons |
|
INIF | --- |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |