Compare AU
Compare SUBD vs. IIGF
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 VanEck Australian Subordinated Debt ETF (SUBD) and the Intelligent Investor Aus Eq Grth Fund - Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SUBD | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 17 |
Median incremental investment | $5,000.00 | $1,038.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,187.05 | $2,058.60 |
Average age group | > 35 | > 35 |
Key Summary
SUBD | IIGF | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2135.66m in AUM and 31 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above 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 | Commonwealth Bank of Australia (7.86 %) National Australia Bank Ltd. (6.58 %) ANZ Group Holdings Ltd. (5.83 %) | BHP Group Ltd (7.48 %) CSL Ltd (7.29 %) New Hope Corp Ltd (6.51 %) |
Top 3 industries | Consumer Discretionary (16.56 %) Materials (12.83 %) Health Care (12.50 %) | |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | |
Management fee | 0.29 % | 0.97 % |
Key Summary
SUBD | IIGF | |
|---|---|---|
Issuer | VanEck | Intelligent Investor |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.97 % |
Price | $25.17 | $2.92 |
Size | $2.167 billion | $98.720 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.61 % | 5.45 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 17 |
Median incremental investment | $5,000.00 | $1,038.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $9,187.05 | $2,058.60 |
Average age group | > 35 | > 35 |
Pros and Cons
SUBD | IIGF | |
|---|---|---|
Pros |
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Cons |
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SUBD | IIGF |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |