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Compare INES vs. BSUB
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 Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 13 |
Median incremental investment | $704.36 | $9,995.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,833.95 | $12,840.00 |
Average age group | > 35 | > 35 |
Key Summary
INES | BSUB | |
|---|---|---|
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. | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 520.9m in AUM and 14 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.91 %) Visa Inc Class A (5.80 %) ResMed Inc Chess Depository Interest (5.05 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.6779% JAN-34 (10.70 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 5.2452% JAN-35 (9.49 %) NATIONAL AUSTRALIA BANK LTD 5.5948% FEB-34 (8.82 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | ||
Management fee | 0.97 % | 0.29 % |
Key Summary
INES | BSUB | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.29 % |
Price | $3.74 | $25.68 |
Size | $75.910 million | $532.360 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.41 % | 3.34 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 13 |
Median incremental investment | $704.36 | $9,995.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,833.95 | $12,840.00 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | BSUB | |
|---|---|---|
Pros |
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Cons |
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INES | BSUB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |