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Compare DJRE 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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE) 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
DJRE | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 130 | 18 |
Median incremental investment | $1,048.71 | $704.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,928.40 | $4,472.05 |
Average age group | > 35 | > 35 |
Key Summary
DJRE | INES | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities 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 | Prologis Inc (8.33 %) Welltower Inc (7.13 %) Public Storage (6.18 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0.2 % | 0.97 % |
Key Summary
DJRE | INES | |
|---|---|---|
Issuer | State Street | Intelligent Investor |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.97 % |
Price | $21.35 | $3.46 |
Size | $501.001 million | $69.975 million |
10Y return | 5.69 % | N/A |
Annual distribution yield (5Y) | 3.62 % | 3.86 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 130 | 18 |
Median incremental investment | $1,048.71 | $704.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,928.40 | $4,472.05 |
Average age group | > 35 | > 35 |
Pros and Cons
DJRE | INES | |
|---|---|---|
Pros |
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Cons |
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DJRE | INES |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |