Compare AU

Compare INIF vs. IHOO

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

Community Stats

INIF

IHOO

Popularity

Low

Low

Pearlers invested

10

12

Median incremental investment

$993.72

$1,015.02

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,841.40

$7,680.94

Average age group

26 - 35

> 35


Key Summary

INIF

IHOO

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.

IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity markets

Top 3 holdings

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

APPLE INC (12.53 %)

NVIDIA CORP (11.90 %)

MICROSOFT CORP (10.90 %)

Top 3 industries

Information Technology (41.20 %)

Health Care (10.04 %)

Consumer Discretionary (9.13 %)

Top 3 countries

United States (81.06 %)

United Kingdom of Great Britain and Northern Ireland (4.32 %)

Switzerland (3.26 %)

Management fee

0.97 %

0.43 %


Key Summary

INIF

IHOO

Issuer

Intelligent Investor

iShares

Tracking index

S&P Global 100 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.43 %

Price

$2.80

$187.34

Size

$77.827 million

$504.708 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

5.07 %

Market

ASX

ASX

First listed date

19/06/2018

18/12/2014

Purchase fee

$6.50

$6.50


Community Stats

INIF

IHOO

Popularity

Low

Low

Pearlers invested

10

12

Median incremental investment

$993.72

$1,015.02

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,841.40

$7,680.94

Average age group

26 - 35

> 35


Pros and Cons

INIF

IHOO

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

IHOO

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

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