Compare AU

Compare INES vs. A200

Compare shares and ETFs on the ASX that you can trade on Pearler.

Intelligent Investor Ethical Share Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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

4,875

Median incremental investment

$803.40

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$4,375.03

$3,657.68

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 (10.75 %)

BHP GROUP LTD (8.22 %)

CSL LTD (5.45 %)

Top 3 industries

Financials (33.72 %)

Materials (18.17 %)

Health Care (8.79 %)

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

$3.41

$140.68

Size

$74.418 million

$6.134 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

4,875

Median incremental investment

$803.40

$1,077.46

Median investment frequency

Monthly

Monthly

Median total investment

$4,375.03

$3,657.68

Average age group

> 35

26 - 35


Pros and Cons

INES

A200

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

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

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