Compare AU

Compare INIF vs. HETH

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 HETH. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INIF

HETH

Popularity

Low

Low

Pearlers invested

10

31

Median incremental investment

$993.72

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$4,107.20

Average age group

26 - 35

> 35


Key Summary

INIF

HETH

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.

HETH.AX was created on 2020-07-20 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to track the performance of an index (before fees and expenses) that provides exposure to 200 large global stocks (excluding Australia).

Top 3 holdings

Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %)

NVIDIA CORP (5.40 %)

APPLE INC (5.28 %)

VISA INC (3.73 %)

Top 3 industries

Information Technology (27.64 %)

Other (23.81 %)

Financials (18.23 %)

Top 3 countries

United States (77.55 %)

Japan (7.54 %)

Netherlands (3.82 %)

Management fee

0.97 %

0.62 %


Key Summary

INIF

HETH

Issuer

Intelligent Investor

BetaShares

Tracking index

Nasdaq Future Global Sustainability Leaders Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.62 %

Price

$2.80

$15.10

Size

$77.827 million

$577.142 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

2.53 %

Market

ASX

ASX

First listed date

19/06/2018

21/07/2020

Purchase fee

$6.50

$6.50


Community Stats

INIF

HETH

Popularity

Low

Low

Pearlers invested

10

31

Median incremental investment

$993.72

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$4,107.20

Average age group

26 - 35

> 35


Pros and Cons

INIF

HETH

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

HETH

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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