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Compare INIF vs. TECH
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Intelligent Investor Aus Eq Inc Fund - Active ETF (INIF) and the Global X Morningstar Global Technology ETF (TECH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INIF | TECH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 210 |
Median incremental investment | $993.72 | $725.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,541.53 | $2,105.46 |
Average age group | > 35 | > 35 |
Key Summary
INIF | TECH | |
|---|---|---|
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. | The Global X Morningstar Global Technology ETF (TECH: ASX) seeks to track the performance of the Morningstar Developed Markets Technology Moat Focus Index before considering any fees, expenses, or taxes. |
Top 3 holdings | BHP Group Ltd (9.59 %) New Hope Corp Ltd (5.18 %) ResMed Inc Chess Depository Interest (5.08 %) | Marvell Technology Inc (9.88 %) Advanced Micro Devices Inc (7.42 %) Taiyo Yuden Co Ltd (6.44 %) |
Top 3 industries | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) | Information Technology (79.96 %) Financials (10.64 %) Industrials (9.70 %) |
Top 3 countries | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) | United States (62.10 %) Netherlands (9.59 %) Germany (6.87 %) |
Management fee | 0.97 % | 0.45 % |
Key Summary
INIF | TECH | |
|---|---|---|
Issuer | Intelligent Investor | Global X |
Tracking index | Morningstar Developed Markets Technology Moat Focus Index - USD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.45 % |
Price | $3.05 | $116.97 |
Size | $71.527 million | $347.986 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.63 % | 6.51 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | TECH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 210 |
Median incremental investment | $993.72 | $725.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,541.53 | $2,105.46 |
Average age group | > 35 | > 35 |
Pros and Cons
INIF | TECH | |
|---|---|---|
Pros |
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Cons |
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INIF | TECH |
|---|---|
Higher exposure to AU market | Lower 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 |
Lower distribution yield | Higher distribution yield |