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Compare IVV vs. IIGF
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 iShares S&P 500 ETF (IVV) and the Intelligent Investor Eq Growth Fund Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | IIGF | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,327 | 11 |
Median incremental investment | $993.50 | $1,000.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,227.02 | $2,592.45 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | IIGF | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (6.96 %) Lovisa Holdings Ltd (5.58 %) MA Financial Group Ltd (5.55 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) |
Management fee | 0.04 % | 0.97 % |
Key Summary
IVV | IIGF | |
|---|---|---|
Issuer | iShares | Intelligent Investor |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.97 % |
Price | $69.12 | $3.16 |
Size | $12.918 billion | $97.139 million |
10Y return | 254.77 % | N/A |
Annual distribution yield (5Y) | 1.24 % | 6.11 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | IIGF | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 20,327 | 11 |
Median incremental investment | $993.50 | $1,000.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,227.02 | $2,592.45 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | IIGF | |
|---|---|---|
Pros |
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Cons |
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IVV | IIGF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |