Compare AU
Compare INIF vs. IIGF
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 IIGF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INIF | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 17 |
Median incremental investment | $993.72 | $1,038.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,393.32 | $1,988.10 |
Average age group | 26 - 35 | > 35 |
Key Summary
INIF | IIGF | |
|---|---|---|
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. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 85.8m in AUM and 29 holdings. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | Intelligent Investor Aus Eq Inc Fund - Active ETF (100 %) | BHP Group Ltd (7.48 %) CSL Ltd (7.29 %) New Hope Corp Ltd (6.51 %) |
Top 3 industries | Other (23.42 %) Health Care (19.12 %) Consumer Discretionary (16.58 %) | |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | |
Management fee | 0.97 % | 0.97 % |
Key Summary
INIF | IIGF | |
|---|---|---|
Issuer | Intelligent Investor | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.97 % |
Price | $2.67 | $2.84 |
Size | $64.767 million | $86.130 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 6.07 % | 5.45 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 17 |
Median incremental investment | $993.72 | $1,038.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,393.32 | $1,988.10 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
INIF | IIGF | |
|---|---|---|
Pros |
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Cons |
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INIF | IIGF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |