Compare AU

Compare INIF vs. IXJ

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

Community Stats

INIF

IXJ

Popularity

Low

Low

Pearlers invested

10

241

Median incremental investment

$993.72

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$1,668.00

Average age group

26 - 35

26 - 35


Key Summary

INIF

IXJ

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.

IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks

Top 3 holdings

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

Eli Lilly and Company (8.25 %)

UnitedHealth Group Incorporated (5.81 %)

Johnson & Johnson (4.72 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.02 %)

Top 3 countries

United States (99.97 %)

Management fee

0.97 %

0.46 %


Key Summary

INIF

IXJ

Issuer

Intelligent Investor

iShares

Tracking index

S&P Global 1200 Healthcare Sector Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.46 %

Price

$2.80

$139.00

Size

$77.827 million

$1.414 billion

10Y return

N/A

126.37 %

Annual dividend/ distribution yield (5Y)

6.27 %

1.26 %

Market

ASX

ASX

First listed date

19/06/2018

11/03/2009

Purchase fee

$6.50

$6.50


Community Stats

INIF

IXJ

Popularity

Low

Low

Pearlers invested

10

241

Median incremental investment

$993.72

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$1,668.00

Average age group

26 - 35

26 - 35


Pros and Cons

INIF

IXJ

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

IXJ

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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