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Compare FIIN 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 Fidelity India Active ETF (FIIN) 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
FIIN | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 20 |
Median incremental investment | $671.18 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $793.05 | $4,859.80 |
Average age group | > 35 | > 35 |
Key Summary
FIIN | INES | |
|---|---|---|
Strategy | FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India Index NR over the medium to long term | 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 | ICICI Bank Ltd (9.30 %) HDFC Bank Ltd (6.65 %) Fortis Healthcare Ltd (4.21 %) | 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 (46.37 %) Information Technology (18.10 %) Other (13.66 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | ||
Management fee | 1.2 % | 0.97 % |
Key Summary
FIIN | INES | |
|---|---|---|
Issuer | Fidelity | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.97 % |
Price | $9.40 | $3.71 |
Size | $6.292 million | $78.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 8.42 % | 3.41 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 20 |
Median incremental investment | $671.18 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $793.05 | $4,859.80 |
Average age group | > 35 | > 35 |
Pros and Cons
FIIN | INES | |
|---|---|---|
Pros |
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Cons |
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FIIN | INES |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |