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Compare INES vs. FLOT
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 FLOT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 4 |
Median incremental investment | $803.40 | $2,124.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,515.05 | $8,643.08 |
Average age group | > 35 | > 35 |
Key Summary
INES | FLOT | |
|---|---|---|
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. | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | VanEck Australian Floating Rate ETF (100 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | |
Top 3 countries | ||
Management fee | 0.97 % | 0.22 % |
Key Summary
INES | FLOT | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.22 % |
Price | $3.68 | $24.96 |
Size | $75.760 million | $777.438 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 3.38 % | 2.26 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 07/07/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | FLOT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 4 |
Median incremental investment | $803.40 | $2,124.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,515.05 | $8,643.08 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | FLOT | |
|---|---|---|
Pros |
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Cons |
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INES | FLOT |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |