Compare AU
Compare ATEC vs. INES
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ATEC and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 140 | 21 |
Median incremental investment | $890.57 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,981.98 | $4,413.52 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | INES | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 258.82m in AUM and 41 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | XERO LTD (10.58 %) WISETECH GLOBAL LTD (9.66 %) CARSALES.COM LTD (9.60 %) | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) |
Top 3 industries | Information Technology (55.89 %) Communication Services (24.56 %) Industrials (9.55 %) | |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | |
Management fee | 0.48 % | 0.97 % |
Key Summary
ATEC | INES | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | S&P/ASX All Technology Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.97 % |
Price | $30.00 | $3.43 |
Size | $298.150 million | $74.418 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.44 % | 4.41 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 140 | 21 |
Median incremental investment | $890.57 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,981.98 | $4,413.52 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | INES | |
|---|---|---|
Pros |
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Cons |
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ATEC | INES |
|---|---|
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 |