Compare AU
Compare INIF vs. VDGR
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 VDGR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INIF | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 107 |
Median incremental investment | $993.72 | $1,046.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,673.37 | $3,343.24 |
Average age group | 26 - 35 | > 35 |
Key Summary
INIF | VDGR | |
|---|---|---|
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. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | Intelligent Investor Aus Eq Inc Fund - Active ETF (100 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) | |
Top 3 countries | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) | |
Management fee | 0.97 % | 0.27 % |
Key Summary
INIF | VDGR | |
|---|---|---|
Issuer | Intelligent Investor | Vanguard |
Tracking index | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.27 % |
Price | $2.74 | $63.08 |
Size | $75.888 million | $1.222 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 6.27 % | 5.01 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 107 |
Median incremental investment | $993.72 | $1,046.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,673.37 | $3,343.24 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
INIF | VDGR | |
|---|---|---|
Pros |
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Cons |
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INIF | VDGR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |