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Compare BOND 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 SPDR S&P/ASX Iboxx Australian Bond ETF (BOND) 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
BOND | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 19 |
Median incremental investment | $516.50 | $704.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $740.37 | $5,828.42 |
Average age group | 26 - 35 | > 35 |
Key Summary
BOND | INES | |
|---|---|---|
Strategy | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 44.4m in AUM and 212 holdings. The SPDR S&P/ASX iBoxx Australian Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index. | 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 | Australia (Commonwealth of) 4.25% (1.54 %) Australia (Commonwealth of) 4.25% (1.53 %) Australia (Commonwealth of) 3.75% (1.40 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.91 %) Visa Inc Class A (5.80 %) ResMed Inc Chess Depository Interest (5.05 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | ||
Management fee | 0.1 % | 0.97 % |
Key Summary
BOND | INES | |
|---|---|---|
Issuer | SPDR | Intelligent Investor |
Tracking index | S&P/ASX iBoxx Australian Fixed Interest Diversified 0+ Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.97 % |
Price | $25.53 | $3.77 |
Size | $44.034 million | $76.614 million |
10Y return | -1.24 % | N/A |
Annual distribution yield (5Y) | 1.40 % | 3.41 % |
Market | ASX | ASX |
First listed date | 27/07/2012 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BOND | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 19 |
Median incremental investment | $516.50 | $704.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $740.37 | $5,828.42 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
BOND | INES | |
|---|---|---|
Pros |
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Cons |
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BOND | INES |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |