Compare AU

Compare INIF vs. USIG

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 are a popular choice. Two options in the ASX are INIF and USIG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INIF

USIG

Popularity

Low

Low

Pearlers invested

10

1

Median incremental investment

$993.72

$665.05

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,869.41

$4,679.83

Average age group

26 - 35

26 - 35


Key Summary

INIF

USIG

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.

N/A

Top 3 holdings

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

Global X Usd Corporate Bond ETF (Currency Hedged) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0 %


Key Summary

INIF

USIG

Issuer

Intelligent Investor

Tracking index

Asset class

ETF

Stock

Management fee

0.97 %

0 %

Price

$2.82

$9.74

Size

$77.824 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

6.27 %

1.38 %

Market

ASX

ASX

First listed date

19/06/2018

04/04/2023

Purchase fee

$6.50

$6.50


Community Stats

INIF

USIG

Popularity

Low

Low

Pearlers invested

10

1

Median incremental investment

$993.72

$665.05

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,869.41

$4,679.83

Average age group

26 - 35

26 - 35


Pros and Cons

INIF

USIG

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

INIF

USIG

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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