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Compare AU
Compare L1IF vs. INIF
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 Intelligent Investor Aus Eq Inc Fund - Active ETF (INIF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
L1IF | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 8 |
Median incremental investment | $7,866.82 | $993.72 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,756.05 | $8,037.44 |
Average age group | 26 - 35 | > 35 |
Key Summary
L1IF | INIF | |
|---|---|---|
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. | 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. |
Top 3 holdings | Microsoft Corp (9.07 %) AerCap Holdings NV (8.99 %) Amazon.com Inc (7.81 %) | BHP Group Ltd (8.03 %) Mineral Resources Ltd (5.92 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.32 %) |
Top 3 industries | Financials (33.97 %) Consumer Discretionary (19.83 %) Health Care (13.03 %) | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) |
Top 3 countries | United States (90.45 %) France (3.54 %) Spain (2.79 %) | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) |
Management fee | 1.2 % | 0.97 % |
Key Summary
L1IF | INIF | |
|---|---|---|
Issuer | L1 Capital | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.97 % |
Price | $5.85 | $2.87 |
Size | N/A | $70.897 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.46 % | 5.63 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1IF | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 8 |
Median incremental investment | $7,866.82 | $993.72 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,756.05 | $8,037.44 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
L1IF | INIF | |
|---|---|---|
Pros |
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Cons |
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L1IF | INIF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |