Compare AU

Compare INIF vs. XGOV

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

Community Stats

INIF

XGOV

Popularity

Low

Low

Pearlers invested

10

4

Median incremental investment

$993.72

$529.25

Median investment frequency

Monthly

Weekly

Median total investment

$7,841.40

$1,254.65

Average age group

26 - 35

> 35


Key Summary

INIF

XGOV

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.

XGOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. S&P/ASX Government Bond 10-20 Year Index

Top 3 holdings

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

Australia (Commonwealth of) (11.08 %)

Australia (Commonwealth of) (10.14 %)

Australia (Commonwealth of) (8.86 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0.22 %


Key Summary

INIF

XGOV

Issuer

Intelligent Investor

VanEck

Tracking index

S&P/ASX Government Bond 10-20 Year Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.97 %

0.22 %

Price

$2.80

$51.21

Size

$77.824 million

$236.916 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

0.81 %

Market

ASX

ASX

First listed date

19/06/2018

27/09/2023

Purchase fee

$6.50

$6.50


Community Stats

INIF

XGOV

Popularity

Low

Low

Pearlers invested

10

4

Median incremental investment

$993.72

$529.25

Median investment frequency

Monthly

Weekly

Median total investment

$7,841.40

$1,254.65

Average age group

26 - 35

> 35


Pros and Cons

INIF

XGOV

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

XGOV

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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