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Compare BBFD 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Geared Short Us Tr Bond Ch Complex ETF (BBFD) and the Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBFD | INES | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 20 |
Median incremental investment | $0 | $605.31 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,846.88 |
Average age group | N/A | > 35 |
Key Summary
BBFD | INES | |
|---|---|---|
Strategy | N/A | 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 | US 10YR ULTRA FUT DEC25 (0 %) AUD - AUSTRALIA DOLLAR (95.32 %) USD - UNITED STATES DOLLAR (4.68 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.97 % |
Key Summary
BBFD | INES | |
|---|---|---|
Issuer | Intelligent Investor | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.97 % |
Price | $18.44 | $3.75 |
Size | N/A | $78.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.20 % | 3.41 % |
Market | ASX | ASX |
First listed date | 05/12/2023 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBFD | INES | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 20 |
Median incremental investment | $0 | $605.31 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,846.88 |
Average age group | N/A | > 35 |
Pros and Cons
BBFD | INES | |
|---|---|---|
Pros |
| |
Cons |
|
BBFD | INES |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |