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Compare INES vs. AGX1
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 Intelligent Investor Eth Share Fund - Active ETF (INES) and the Antipodes Global Value Active ETF (AGX1). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | AGX1 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 9 |
Median incremental investment | $704.36 | $507.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,833.95 | $1,061.34 |
Average age group | > 35 | > 35 |
Key Summary
INES | AGX1 | |
|---|---|---|
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. | AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years). |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.91 %) Visa Inc Class A (5.80 %) ResMed Inc Chess Depository Interest (5.05 %) | Barrick Mining Corp (3.84 %) Merck & Co Inc (3.45 %) Amazon.com Inc (3.43 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Communication Services (21.68 %) Health Care (19.87 %) Information Technology (18.90 %) |
Top 3 countries | ||
Management fee | 0.97 % | 1.1 % |
Key Summary
INES | AGX1 | |
|---|---|---|
Issuer | Intelligent Investor | Antipodes |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.1 % |
Price | $3.73 | $7.18 |
Size | $75.910 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.41 % | 10.33 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 07/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | AGX1 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 9 |
Median incremental investment | $704.36 | $507.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,833.95 | $1,061.34 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | AGX1 | |
|---|---|---|
Pros |
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Cons |
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INES | AGX1 |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |