Compare AU
Compare INES vs. AQLT
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 AQLT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 42 |
Median incremental investment | $803.40 | $3,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,902.80 | $5,256.41 |
Average age group | > 35 | > 35 |
Key Summary
INES | AQLT | |
|---|---|---|
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. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | SPI 200 FUTURES MAR25 (0 %) TELSTRA GROUP LTD (7.04 %) COMMONWEALTH BANK OF AUSTRALIA (6.78 %) |
Top 3 industries | Financials (39.35 %) Materials (12.31 %) Consumer Discretionary (10.90 %) | |
Top 3 countries | Australia (95.56 %) United States (3.31 %) China (1.13 %) | |
Management fee | 0.97 % | 0.35 % |
Key Summary
INES | AQLT | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.35 % |
Price | $3.40 | $31.83 |
Size | $74.418 million | $340.623 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 2.46 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 42 |
Median incremental investment | $803.40 | $3,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,902.80 | $5,256.41 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | AQLT | |
|---|---|---|
Pros |
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Cons |
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INES | AQLT |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |