Compare AU

Compare INIF vs. IHCB

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

Community Stats

INIF

IHCB

Popularity

Low

Low

Pearlers invested

10

4

Median incremental investment

$993.72

$2,790.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,841.40

$4,091.33

Average age group

26 - 35

26 - 35


Key Summary

INIF

IHCB

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.

IHCB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of the global investment grade corporate fixedrate debt market.

Top 3 holdings

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

ISH GLBL CRP BND ETF USD DIST (102.42 %)

USD CASH (0.09 %)

AUD CASH (0.02 %)

Top 3 industries

Other (82.47 %)

Communication Services (0.00 %)

Top 3 countries

Management fee

0.97 %

0.27 %


Key Summary

INIF

IHCB

Issuer

Intelligent Investor

iShares

Tracking index

Bloomberg Barclays Global Aggregate Corporate Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.27 %

Price

$2.80

$91.94

Size

$77.824 million

$312.745 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

3.35 %

Market

ASX

ASX

First listed date

19/06/2018

09/12/2015

Purchase fee

$6.50

$6.50


Community Stats

INIF

IHCB

Popularity

Low

Low

Pearlers invested

10

4

Median incremental investment

$993.72

$2,790.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,841.40

$4,091.33

Average age group

26 - 35

26 - 35


Pros and Cons

INIF

IHCB

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

IHCB

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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