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Compare INIF vs. ETHI
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Intelligent Investor Aus Eq Inc Fund - Active ETF (INIF) and the Betashares Global Sustainability Leaders ETF (ETHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INIF | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 8 | 3,931 |
Median incremental investment | $993.72 | $790.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,373.50 | $2,058.75 |
Average age group | > 35 | 26 - 35 |
Key Summary
INIF | ETHI | |
|---|---|---|
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. | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | BHP Group Ltd (8.03 %) Mineral Resources Ltd (5.92 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.32 %) | KRW - KOREAN WON (0 %) BROADCOM INC (8.17 %) NVIDIA CORP (6.33 %) |
Top 3 industries | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) |
Top 3 countries | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) | United States (73.44 %) Japan (7.40 %) Netherlands (2.92 %) |
Management fee | 0.97 % | 0.59 % |
Key Summary
INIF | ETHI | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.59 % |
Price | $2.99 | $15.30 |
Size | $70.599 million | $3.406 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.63 % | 3.51 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 8 | 3,931 |
Median incremental investment | $993.72 | $790.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,373.50 | $2,058.75 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INIF | ETHI | |
|---|---|---|
Pros |
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Cons |
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INIF | ETHI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |