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Compare IIGF vs. VGAD
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 Intelligent Investor Eq Growth Fund Active ETF (IIGF) and the Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IIGF | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 525 |
Median incremental investment | $1,000.00 | $2,031.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,238.52 | $9,099.72 |
Average age group | > 35 | > 35 |
Key Summary
IIGF | VGAD | |
|---|---|---|
Strategy | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 96.52m in AUM and 27 holdings. 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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | BHP Group Ltd (7.69 %) CSL Ltd (6.86 %) ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (6.39 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Other (23.42 %) Health Care (19.12 %) Consumer Discretionary (16.58 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.97 % | 0.21 % |
Key Summary
IIGF | VGAD | |
|---|---|---|
Issuer | Intelligent Investor | Vanguard |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.21 % |
Price | $2.93 | $108.71 |
Size | $94.695 million | N/A |
10Y return | N/A | 105.77 % |
Annual distribution yield (5Y) | 6.11 % | 4.13 % |
Market | ASX | ASX |
First listed date | 05/10/2020 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IIGF | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 525 |
Median incremental investment | $1,000.00 | $2,031.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,238.52 | $9,099.72 |
Average age group | > 35 | > 35 |
Pros and Cons
IIGF | VGAD | |
|---|---|---|
Pros |
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Cons |
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IIGF | VGAD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |