Compare AU
Compare INES vs. DGGF
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 DGGF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | DGGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 25 |
Median incremental investment | $851.70 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,400.69 | $2,598.30 |
Average age group | > 35 | > 35 |
Key Summary
INES | DGGF | |
|---|---|---|
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. | DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | BETASHARES SUSTAINABILITY LEAD (30.71 %) BETASHARES GLOBAL SUSTAINABILI (30.15 %) BETASHARES AUSTRALIAN SUSTAINA (25.95 %) |
Top 3 industries | Other (99.70 %) Communication Services (0.30 %) | |
Top 3 countries | United States (49.43 %) Australia (33.86 %) Japan (4.93 %) | |
Management fee | 0.97 % | 0.26 % |
Key Summary
INES | DGGF | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.26 % |
Price | $3.43 | $28.87 |
Size | $74.418 million | $49.953 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 4.05 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 09/12/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | DGGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 25 |
Median incremental investment | $851.70 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,400.69 | $2,598.30 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | DGGF | |
|---|---|---|
Pros |
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Cons |
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INES | DGGF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |