Back
Compare AU
Compare INES vs. BBOZ
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 BBOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 16 |
Median incremental investment | $803.40 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,527.42 | $3,619.53 |
Average age group | > 35 | > 35 |
Key Summary
INES | BBOZ | |
|---|---|---|
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. | BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | SPI 200 FUTURES SEP25 (0 %) AUD - AUSTRALIA DOLLAR (87.38 %) BETASHARES AUSTRALIAN CASH PLUS FUND (12.62 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | ||
Management fee | 0.97 % | 1.38 % |
Key Summary
INES | BBOZ | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.38 % |
Price | $3.65 | $23.76 |
Size | $75.760 million | $232.111 million |
10Y return | N/A | -11.18 % |
Annual dividend/ distribution yield (5Y) | 4.41 % | 0.53 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | BBOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 16 |
Median incremental investment | $803.40 | $3,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,527.42 | $3,619.53 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | BBOZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
INES | BBOZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |