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Compare HJHI 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 Hejaz High Income Active ETF (HJHI) 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
HJHI | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 20 |
Median incremental investment | $500.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $865.24 | $4,872.73 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJHI | INES | |
|---|---|---|
Strategy | HJHI.AX was created on 2024-05-02 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Shariah Compliant listed companies with a proven history of significant dividends and a market capitalisation exceeding $2 billion. | 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 | Newmont Corp (7.78 %) MINISO Group Holding Ltd (7.33 %) Barratt Redrow PLC (7.17 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) |
Top 3 industries | Consumer Discretionary (43.19 %) Industrials (20.54 %) Materials (17.71 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | ||
Management fee | 1.1 % | 0.97 % |
Key Summary
HJHI | INES | |
|---|---|---|
Issuer | Hejaz | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.97 % |
Price | $1.115 | $3.77 |
Size | N/A | $78.883 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 3.41 % |
Market | ASX | ASX |
First listed date | 29/04/2024 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJHI | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 20 |
Median incremental investment | $500.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $865.24 | $4,872.73 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJHI | INES | |
|---|---|---|
Pros |
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Cons |
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HJHI | INES |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |