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Compare INES vs. BNDS
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 Western Asset Aus Bond Active ETF (BNDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 15 |
Median incremental investment | $803.40 | $943.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,552.16 | $938.34 |
Average age group | > 35 | > 35 |
Key Summary
INES | BNDS | |
|---|---|---|
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. | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. |
Top 3 holdings | Visa Inc Class A (6.64 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.37 %) CME Group Inc Class A (5.93 %) | AUSTRALIAN GOVERNMENT 3.5% DEC-34 (2.22 %) AUSTRALIAN GOVERNMENT 2.75% MAY-41 (1.95 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.55 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Other (99.56 %) Communication Services (0.44 %) |
Top 3 countries | ||
Management fee | 0.97 % | 0.42 % |
Key Summary
INES | BNDS | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Bloomberg AusBond Composite Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.42 % |
Price | $3.68 | $24.09 |
Size | $76.105 million | $847.421 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.05 % | 2.07 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 16/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 15 |
Median incremental investment | $803.40 | $943.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,552.16 | $938.34 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | BNDS | |
|---|---|---|
Pros |
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Cons |
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INES | BNDS |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |