Back
Compare AU
Compare INES vs. DJRE
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 SPDR Dow Jones Global Real Estate Esg Tilted ETF (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 122 |
Median incremental investment | $803.40 | $1,063.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,968.98 | $3,853.25 |
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 ETF currently has 449.27m in AUM and 226 holdings. 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 | Visa Inc Class A (6.64 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.37 %) CME Group Inc Class A (5.93 %) | Prologis Inc (7.52 %) Digital Realty Trust Inc (6.31 %) Welltower Inc (5.79 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | 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 % | 0.2 % |
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 % | 0.2 % |
Price | $3.82 | $21.64 |
Size | $78.102 million | $455.245 million |
10Y return | N/A | 1.55 % |
Annual distribution yield (5Y) | 3.41 % | 3.59 % |
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 | 19 | 122 |
Median incremental investment | $803.40 | $1,063.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,968.98 | $3,853.25 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | DJRE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
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 |
Lower distribution yield | Higher distribution yield |