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Compare T3MP 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 Jpmorgan Climate Change Solutions Active ETF (T3MP) 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
T3MP | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $567.50 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $574.65 | $7,757.39 |
Average age group | < 26 | 26 - 35 |
Key Summary
T3MP | INIF | |
|---|---|---|
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. | 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 | SSE PLC (4.55 %) Trane Technologies PLC Class A (4.52 %) Quanta Services Inc (4.50 %) | BHP Group Ltd (7.34 %) CSL Ltd (6.04 %) ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (5.58 %) |
Top 3 industries | Industrials (61.18 %) Utilities (31.58 %) Consumer Discretionary (9.68 %) | Other (26.33 %) Consumer Discretionary (16.24 %) Communication Services (15.91 %) |
Top 3 countries | United States (41.52 %) France (12.60 %) Japan (7.95 %) | |
Management fee | 0.55 % | 0.97 % |
Key Summary
T3MP | INIF | |
|---|---|---|
Issuer | JPMorgan | Intelligent Investor |
Tracking index | MSCI All Country World Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.97 % |
Price | $63.85 | $2.77 |
Size | N/A | $69.904 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.86 % | 4.75 % |
Market | ASX | ASX |
First listed date | 08/12/2022 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
T3MP | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $567.50 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $574.65 | $7,757.39 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
T3MP | INIF | |
|---|---|---|
Pros |
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Cons |
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T3MP | INIF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |