Compare AU

Compare RINC vs. IAF

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RINC and IAF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

RINC

IAF

Popularity

Low

Low

Pearlers invested

1

502

Median incremental investment

$1,094.28

$1,123.98

Median investment frequency

Monthly

Monthly

Median total investment

$172.33

$2,649.14

Average age group

26 - 35

> 35


Key Summary

RINC

IAF

Strategy

RINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 54.53m in AUM and 41 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation.

IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury,

Top 3 holdings

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund) (100 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %)

Top 3 industries

Other (99.30 %)

Communication Services (0.26 %)

Financials (0.21 %)

Top 3 countries

Australia (67.74 %)

New Zealand (11.82 %)

United States (6.44 %)

Management fee

0.85 %

0.15 %


Key Summary

RINC

IAF

Issuer

BetaShares

iShares

Tracking index

S&P ASX 200

Bloomberg AusBond Composite 0+ Yr Index - AUD

Asset class

ETF

ETF

Management fee

0.85 %

0.15 %

Price

$9.07

$101.89

Size

$54.769 million

$2.649 billion

10Y return

N/A

-3.66 %

Annual dividend/โ€Šdistribution yield (5Y)

4.14 %

1.89 %

Market

ASX

ASX

First listed date

19/02/2018

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

RINC

IAF

Popularity

Low

Low

Pearlers invested

1

502

Median incremental investment

$1,094.28

$1,123.98

Median investment frequency

Monthly

Monthly

Median total investment

$172.33

$2,649.14

Average age group

26 - 35

> 35


Pros and Cons

RINC

IAF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

RINC

IAF

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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