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Compare L1IF 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the L1 Capital International (Unhedged) Active ETF (L1IF) and the Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
L1IF | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $10,065.14 | $746.43 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $17,760.73 | $5,205.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
L1IF | IISV | |
|---|---|---|
Strategy | L1IF.AX was created on 2023-11-22 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 | HCA Healthcare Inc (8.48 %) AerCap Holdings NV (8.30 %) Microsoft Corp (7.47 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (8.86 %) Amazon.com Inc (5.54 %) Rightmove PLC (5.36 %) |
Top 3 industries | Financials (33.97 %) Consumer Discretionary (19.83 %) Health Care (13.03 %) | Financials (44.46 %) Consumer Discretionary (19.20 %) Other (17.74 %) |
Top 3 countries | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) | |
Management fee | 1.2 % | 0.97 % |
Key Summary
L1IF | IISV | |
|---|---|---|
Issuer | L1 Capital | Intelligent Investor |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.97 % |
Price | $6.95 | $3.64 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.46 % | 3.97 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1IF | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $10,065.14 | $746.43 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $17,760.73 | $5,205.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
L1IF | IISV | |
|---|---|---|
Pros |
| |
Cons |
|
L1IF | IISV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |