Compare AU
Compare INES vs. A200
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 INES and A200. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 21 | 4,953 |
Median incremental investment | $851.70 | $1,078.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,298.05 | $3,652.29 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | A200 | |
|---|---|---|
Strategy | 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. | BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX). |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | COMMONWEALTH BANK OF AUSTRALIA (10.93 %) BHP GROUP LTD (8.29 %) CSL LTD (5.65 %) |
Top 3 industries | Financials (33.91 %) Materials (17.89 %) Health Care (8.74 %) | |
Top 3 countries | Australia (95.07 %) United States (3.04 %) New Zealand (1.41 %) | |
Management fee | 0.97 % | 0.04 % |
Key Summary
INES | A200 | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.04 % |
Price | $3.38 | $137.57 |
Size | $74.418 million | $6.279 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 5.25 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 08/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 21 | 4,953 |
Median incremental investment | $851.70 | $1,078.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,298.05 | $3,652.29 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | A200 | |
|---|---|---|
Pros |
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Cons |
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INES | A200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |