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Compare L1HI vs. IISV
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 L1HI and IISV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
L1HI | IISV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 13 |
Median incremental investment | $0 | $781.45 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,819.10 |
Average age group | N/A | > 35 |
Key Summary
L1HI | IISV | |
|---|---|---|
Strategy | L1HI.AX was created on 2024-07-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform 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 | L1 Capital International (Hedged) Active ETF (100 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.77 %) Visa Inc Class A (6.03 %) Mineral Resources Ltd (5.79 %) |
Top 3 industries | Financials (44.46 %) Consumer Discretionary (19.20 %) Other (17.74 %) | |
Top 3 countries | United States (35.77 %) United Kingdom of Great Britain and Northern Ireland (19.48 %) Australia (15.58 %) | |
Management fee | 0 % | 0.97 % |
Key Summary
L1HI | IISV | |
|---|---|---|
Issuer | L1 Capital | Intelligent Investor |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.97 % |
Price | $5.59 | $3.36 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.43 % | 3.97 % |
Market | ASX | ASX |
First listed date | 21/07/2024 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1HI | IISV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 13 |
Median incremental investment | $0 | $781.45 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,819.10 |
Average age group | N/A | > 35 |
Pros and Cons
L1HI | IISV | |
|---|---|---|
Pros |
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Cons |
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L1HI | IISV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |