Compare AU
Compare INES vs. AUDS
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 AUDS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | AUDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 4 |
Median incremental investment | $851.70 | $975.05 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,400.69 | $27,437.82 |
Average age group | > 35 | > 35 |
Key Summary
INES | AUDS | |
|---|---|---|
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. | AUDS.AX was created on 2016-11-28 by BetaShares. The fund's investment portfolio concentrates primarily on long aud, short usd currency. AUDS.AX aims to provide geared exposure to changes in the value of the Australian dollar against the U.S. dollar. |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | AUDUSD CRNCY FUT SEP24 (0 %) AUD - AUSTRALIA DOLLAR (95.25 %) USD - UNITED STATES DOLLAR (4.75 %) |
Top 3 industries | Other (70.09 %) Communication Services (29.91 %) | |
Top 3 countries | ||
Management fee | 0.97 % | 1.38 % |
Key Summary
INES | AUDS | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.38 % |
Price | $3.43 | $5.57 |
Size | $74.418 million | $32.446 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 4.09 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 24/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | AUDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 4 |
Median incremental investment | $851.70 | $975.05 |
Median investment frequency | Monthly | Weekly |
Median total investment | $4,400.69 | $27,437.82 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | AUDS | |
|---|---|---|
Pros |
| |
Cons |
|
INES | AUDS |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |