Back
Compare AU
Compare QMIX 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 State Street SPDR MSCI World Quality Mix ETF (QMIX) 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
QMIX | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 9 |
Median incremental investment | $996.75 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,026.89 | $5,820.00 |
Average age group | > 35 | > 35 |
Key Summary
QMIX | INIF | |
|---|---|---|
Strategy | QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 386.05m in AUM and 1099 holdings. The State Street SPDR MSCI World Quality Mix ETF seeks to closely track, before fees and expenses, the returns of the MSCI World Factor Mix A-Series Index. | 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 | Apple Inc (2.21 %) Meta Platforms Inc Class A (2.05 %) Microsoft Corp (1.99 %) | BHP Group Ltd (8.03 %) Mineral Resources Ltd (5.92 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.32 %) |
Top 3 industries | Information Technology (45.99 %) Communication Services (27.13 %) Health Care (11.71 %) | Materials (22.37 %) Communication Services (18.23 %) Energy (17.03 %) |
Top 3 countries | United States (65.52 %) Japan (8.05 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | Australia (86.74 %) New Zealand (7.69 %) United States (5.57 %) |
Management fee | 0.6 % | 0.97 % |
Key Summary
QMIX | INIF | |
|---|---|---|
Issuer | SPDR | Intelligent Investor |
Tracking index | MSCI World Factor Mix A-Series Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.97 % |
Price | $34.01 | $2.91 |
Size | $380.633 million | $70.897 million |
10Y return | 129.64 % | N/A |
Annual distribution yield (5Y) | 3.62 % | 5.63 % |
Market | ASX | ASX |
First listed date | 14/09/2015 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QMIX | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 9 |
Median incremental investment | $996.75 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,026.89 | $5,820.00 |
Average age group | > 35 | > 35 |
Pros and Cons
QMIX | INIF | |
|---|---|---|
Pros |
|
|
Cons |
|
|
QMIX | INIF |
|---|---|
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 |