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Compare AU

Compare INES vs. DJRE

Compare shares and ETFs on the ASX that you can trade on Pearler.

Intelligent Investor Eth Share Fund - Active ETF

ASX

Buy

Buy

Overview
Performance

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 DJRE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

DJRE

Popularity

Low

Low

Pearlers invested

20

121

Median incremental investment

$803.40

$1,048.71

Median investment frequency

Monthly

Monthly

Median total investment

$4,552.16

$3,896.62

Average age group

> 35

> 35

Key Summary

INES

DJRE

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.

DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index.

Top 3 holdings

Intelligent Investor Eth Share Fund - Active ETF (100 %)

Prologis Inc (7.47 %)

Equinix Inc (5.94 %)

Welltower Inc (5.71 %)

Top 3 industries

Real Estate (100.00 %)

Other (5.20 %)

Top 3 countries

United States (73.60 %)

Japan (8.31 %)

United Kingdom of Great Britain and Northern Ireland (3.22 %)

Management fee

0.97 %

0.22 %

Key Summary

INES

DJRE

Issuer

Intelligent Investor

SPDR

Tracking index

Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.97 %

0.22 %

Price

$3.67

$21.58

Size

$76.862 million

$453.027 million

10Y return

N/A

6.52 %

Annual dividend/โ€Šdistribution yield (5Y)

4.41 %

3.58 %

Market

ASX

ASX

First listed date

12/06/2019

04/11/2013

Purchase fee

$6.50

$6.50

Community Stats

INES

DJRE

Popularity

Low

Low

Pearlers invested

20

121

Median incremental investment

$803.40

$1,048.71

Median investment frequency

Monthly

Monthly

Median total investment

$4,552.16

$3,896.62

Average age group

> 35

> 35

Pros and Cons

INES

DJRE

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

DJRE

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