Compare AU

Compare INES vs. FUEL

Compare shares and ETFs on the ASX that you can trade on Pearler.

Intelligent Investor Ethical Share Fund (Managed Fund)

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 FUEL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

FUEL

Popularity

Low

Low

Pearlers invested

21

47

Median incremental investment

$851.70

$1,120.04

Median investment frequency

Monthly

Monthly

Median total investment

$4,400.69

$1,587.20

Average age group

> 35

> 35


Key Summary

INES

FUEL

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.

FUEL.AX was created on 2016-06-16 by BetaShares. The fund's investment portfolio concentrates primarily on energy equity. The fund aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars.

Top 3 holdings

Intelligent Investor Ethical Share Fund (Managed Fund) (100 %)

BRL - BRAZILIAN REAL (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

CAD - CANADA DOLLAR (0 %)

Top 3 industries

Other (80.25 %)

Communication Services (33.88 %)

Energy (18.76 %)

Top 3 countries

United States (57.44 %)

Canada (14.15 %)

United Kingdom of Great Britain and Northern Ireland (11.60 %)

Management fee

0.97 %

0.57 %


Key Summary

INES

FUEL

Issuer

Intelligent Investor

BetaShares

Tracking index

Nasdaq Global ex-Australia Energy Hedged AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.57 %

Price

$3.43

$6.40

Size

$74.418 million

$156.624 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.41 %

3.25 %

Market

ASX

ASX

First listed date

12/06/2019

20/06/2016

Purchase fee

$6.50

$6.50


Community Stats

INES

FUEL

Popularity

Low

Low

Pearlers invested

21

47

Median incremental investment

$851.70

$1,120.04

Median investment frequency

Monthly

Monthly

Median total investment

$4,400.69

$1,587.20

Average age group

> 35

> 35


Pros and Cons

INES

FUEL

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

FUEL

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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