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Compare AU
Compare INES vs. AUST
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 Betashares Managed Risk Australian Shares Complex ETF (AUST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $605.31 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,163.64 | $1,999.20 |
Average age group | > 35 | < 26 |
Key Summary
INES | AUST | |
|---|---|---|
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. | AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 34.24m in AUM and 200 holdings. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) | SPI 200 FUTURES MAR26 (0 %) COMMONWEALTH BANK OF AUSTRALIA (10.54 %) BHP GROUP LTD (9.54 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Financials (32.75 %) Materials (18.08 %) Health Care (8.38 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | Australia (95.40 %) United States (3.05 %) New Zealand (0.60 %) |
Management fee | 0.97 % | 0.49 % |
Key Summary
INES | AUST | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | S&P/ASX 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.49 % |
Price | $3.27 | $17.68 |
Size | $66.459 million | $33.183 million |
10Y return | N/A | 18.82 % |
Annual distribution yield (5Y) | 3.86 % | 3.57 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 10/11/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | AUST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $605.31 | $506.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,163.64 | $1,999.20 |
Average age group | > 35 | < 26 |
Pros and Cons
INES | AUST | |
|---|---|---|
Pros |
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Cons |
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INES | AUST |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |