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Compare ETHI 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 Global Sustainability Leaders ETF (ETHI) 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
ETHI | INES | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,830 | 20 |
Median incremental investment | $793.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,244.00 | $4,846.88 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETHI | INES | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | 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 | KRW - KOREAN WON (0 %) BROADCOM INC (7.07 %) NVIDIA CORP (6.00 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) |
Top 3 industries | Information Technology (29.99 %) Other (25.75 %) Financials (16.96 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) | |
Management fee | 0.59 % | 0.97 % |
Key Summary
ETHI | INES | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.97 % |
Price | $16.50 | $3.76 |
Size | $3.822 billion | $78.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.32 % | 3.41 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | INES | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,830 | 20 |
Median incremental investment | $793.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,244.00 | $4,846.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETHI | INES | |
|---|---|---|
Pros |
| |
Cons |
|
ETHI | INES |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |