Compare AU

Compare INIF vs. IUSG

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

Community Stats

INIF

IUSG

Popularity

Low

N/A

Pearlers invested

10

0

Median incremental investment

$993.72

$0

Median investment frequency

Monthly

N/A

Median total investment

$7,925.42

$0

Average age group

26 - 35

N/A


Key Summary

INIF

IUSG

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.

IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index

Top 3 holdings

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

iShares $ Treasury Bond ETF AUD H Dist (100.00 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0.26 %


Key Summary

INIF

IUSG

Issuer

Intelligent Investor

iShares

Tracking index

ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.97 %

0.26 %

Price

$2.83

$101.38

Size

$77.824 million

$6.532 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

0.67 %

Market

ASX

ASX

First listed date

19/06/2018

21/09/2023

Purchase fee

$6.50

$6.50


Community Stats

INIF

IUSG

Popularity

Low

N/A

Pearlers invested

10

0

Median incremental investment

$993.72

$0

Median investment frequency

Monthly

N/A

Median total investment

$7,925.42

$0

Average age group

26 - 35

N/A


Pros and Cons

INIF

IUSG

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

IUSG

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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