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Compare INIF vs. GEAR
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 Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INIF | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 300 |
Median incremental investment | $993.72 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,953.42 | $2,214.55 |
Average age group | > 35 | 26 - 35 |
Key Summary
INIF | GEAR | |
|---|---|---|
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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | BHP Group Ltd (8.03 %) Mineral Resources Ltd (5.92 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.32 %) | COMMONWEALTH BANK OF AUSTRALIA (24.41 %) BHP GROUP LTD (22.14 %) WESTPAC BANKING CORP (11.56 %) |
Top 3 industries | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) | Other (36.19 %) Financials (21.66 %) Materials (11.94 %) |
Top 3 countries | Australia (95.42 %) United States (3.04 %) New Zealand (0.60 %) | |
Management fee | 0.97 % | 0.8 % |
Key Summary
INIF | GEAR | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.8 % |
Price | $2.84 | $34.07 |
Size | $69.653 million | $532.426 million |
10Y return | N/A | 120.09 % |
Annual distribution yield (5Y) | 5.63 % | 5.62 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 300 |
Median incremental investment | $993.72 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,953.42 | $2,214.55 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INIF | GEAR | |
|---|---|---|
Pros |
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Cons |
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INIF | GEAR |
|---|---|
Lower exposure to AU market | Higher 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 |