Compare AU
Compare INES vs. EBND
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 are a popular choice. Two options in the ASX are INES and EBND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | EBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 12 |
Median incremental investment | $851.70 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,413.52 | $1,516.11 |
Average age group | > 35 | > 35 |
Key Summary
INES | EBND | |
|---|---|---|
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. | EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | J.P. Morgan Emerging Markets Bonds (50/50 hedged) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.97 % | 0.95 % |
Key Summary
INES | EBND | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.95 % |
Price | $3.44 | $10.34 |
Size | $74.418 million | $170.273 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 4.41 % | 5.17 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 13/02/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | EBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 12 |
Median incremental investment | $851.70 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,413.52 | $1,516.11 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | EBND | |
|---|---|---|
Pros |
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Cons |
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INES | EBND |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |