Compare AU
Compare DBBF 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 DBBF and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 21 |
Median incremental investment | $1,559.78 | $851.70 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,266.00 | $4,400.69 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | INES | |
|---|---|---|
Strategy | DBBF.AX was created on 2019-12-15 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. DBBF.AX aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. | 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 | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | |
Management fee | 0.26 % | 0.97 % |
Key Summary
DBBF | INES | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.97 % |
Price | $26.33 | $3.43 |
Size | $31.298 million | $74.418 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.50 % | 4.41 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 21 |
Median incremental investment | $1,559.78 | $851.70 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,266.00 | $4,400.69 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | INES | |
|---|---|---|
Pros |
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Cons |
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DBBF | 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 |