Back
Compare AU
Compare IXI 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 Global Consumer Staples ETF (IXI) 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
IXI | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 11 |
Median incremental investment | $996.75 | $1,000.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,212.43 | $2,592.45 |
Average age group | > 35 | > 35 |
Key Summary
IXI | IIGF | |
|---|---|---|
Strategy | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. | 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 GLOBAL CONSUMER STAPLES ET (99.96 %) AUD CASH (0.03 %) USD CASH (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 (99.92 %) Communication Services (0.08 %) | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) |
Management fee | 0.4 % | 0.97 % |
Key Summary
IXI | IIGF | |
|---|---|---|
Issuer | iShares | Intelligent Investor |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.97 % |
Price | $98.33 | $3.15 |
Size | $136.012 million | $97.139 million |
10Y return | 54.21 % | N/A |
Annual distribution yield (5Y) | 2.19 % | 6.11 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 11 |
Median incremental investment | $996.75 | $1,000.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,212.43 | $2,592.45 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | IIGF | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IXI | 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 |