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Compare T3MP 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 Jpmorgan Climate Change Solutions Active ETF (T3MP) 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
T3MP | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 14 |
Median incremental investment | $567.50 | $715.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $575.46 | $5,262.40 |
Average age group | < 26 | > 35 |
Key Summary
T3MP | IISV | |
|---|---|---|
Strategy | T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions. | 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 | SSE PLC (4.55 %) Trane Technologies PLC Class A (4.52 %) Quanta Services Inc (4.50 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.81 %) RPMGlobal Holdings Ltd (7.20 %) CME Group Inc Class A (5.42 %) |
Top 3 industries | Industrials (61.18 %) Utilities (31.58 %) Consumer Discretionary (9.68 %) | Financials (40.52 %) Other (34.18 %) Communication Services (17.53 %) |
Top 3 countries | United States (41.52 %) France (12.60 %) Japan (7.95 %) | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) |
Management fee | 0.55 % | 0.97 % |
Key Summary
T3MP | IISV | |
|---|---|---|
Issuer | JPMorgan | Intelligent Investor |
Tracking index | MSCI All Country World Index - Benchmark TR Net | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.97 % |
Price | $63.94 | $3.68 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.34 % | 0.07 % |
Market | ASX | ASX |
First listed date | 08/12/2022 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
T3MP | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 14 |
Median incremental investment | $567.50 | $715.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $575.46 | $5,262.40 |
Average age group | < 26 | > 35 |
Pros and Cons
T3MP | IISV | |
|---|---|---|
Pros |
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Cons |
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T3MP | IISV |
|---|---|
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 distribution yield | Lower distribution yield |