Compare AU
Compare INES vs. ETHI
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 ETHI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 21 | 3,417 |
Median incremental investment | $851.70 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,787.44 | $2,114.64 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | ETHI | |
|---|---|---|
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. | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | NVIDIA CORP (5.69 %) APPLE INC (5.31 %) VISA INC (4.32 %) |
Top 3 industries | Information Technology (27.75 %) Financials (21.40 %) Other (21.28 %) | |
Top 3 countries | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) | |
Management fee | 0.97 % | 0.59 % |
Key Summary
INES | ETHI | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.59 % |
Price | $3.37 | $16.24 |
Size | $74.418 million | $3.735 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 5.53 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 09/01/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | ETHI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 21 | 3,417 |
Median incremental investment | $851.70 | $793.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,787.44 | $2,114.64 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | ETHI | |
|---|---|---|
Pros |
| |
Cons |
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INES | ETHI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |