Compare AU

Compare INES vs. ETHI

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 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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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