Compare AU

Compare INIF vs. VIF

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

Community Stats

INIF

VIF

Popularity

Low

Low

Pearlers invested

10

29

Median incremental investment

$993.72

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$2,026.44

Average age group

26 - 35

> 35


Key Summary

INIF

VIF

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.

VIF.AX was created on 2015-12-04 by Vanguard. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund seeks to track the return of the Bloomberg Global Aggregate Corporate and Government-Related Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax

Top 3 holdings

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

United States Treasury Note/Bond 2.875 2032-05-15 (0.70 %)

United Kingdom Gilt 0.25 2025-01-31 (0.44 %)

United States Treasury Note/Bond 0.625 2030-08-15 (0.41 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0.2 %


Key Summary

INIF

VIF

Issuer

Intelligent Investor

Vanguard

Tracking index

Bloomberg Barclays Global Treasury Index Hedged into Australian Dollars - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.2 %

Price

$2.80

$38.97

Size

$77.824 million

$2.323 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

4.05 %

Market

ASX

ASX

First listed date

19/06/2018

08/12/2015

Purchase fee

$6.50

$6.50


Community Stats

INIF

VIF

Popularity

Low

Low

Pearlers invested

10

29

Median incremental investment

$993.72

$1,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$2,026.44

Average age group

26 - 35

> 35


Pros and Cons

INIF

VIF

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

VIF

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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