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Compare INES vs. BBFD
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 Geared Short Us Tr Bond Ch Complex ETF (BBFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | BBFD | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 20 | 0 |
Median incremental investment | $605.31 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,795.18 | $0 |
Average age group | > 35 | N/A |
Key Summary
INES | BBFD | |
|---|---|---|
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. | N/A |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) | US 10YR ULTRA FUT DEC25 (0 %) AUD - AUSTRALIA DOLLAR (95.32 %) USD - UNITED STATES DOLLAR (4.68 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | ||
Management fee | 0.97 % | 0 % |
Key Summary
INES | BBFD | |
|---|---|---|
Issuer | Intelligent Investor | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 0.97 % | 0 % |
Price | $3.71 | $18.44 |
Size | $78.993 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.41 % | 3.20 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 05/12/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | BBFD | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 20 | 0 |
Median incremental investment | $605.31 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,795.18 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
INES | BBFD | |
|---|---|---|
Pros |
| |
Cons |
|
INES | BBFD |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |