Compare AU

Compare INES vs. G200

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 G200. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

G200

Popularity

Low

Low

Pearlers invested

21

22

Median incremental investment

$851.70

$2,500.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,400.69

$9,807.44

Average age group

> 35

> 35


Key Summary

INES

G200

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.

G200.AX was created on 2024-04-19 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. G200.AX seeks to help investors build long-term wealth by providing a cost-effective way to benefit from moderately geared exposure to the returns of the broad Australian sharemarket.

Top 3 holdings

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

BETASHARES AUSTRALIA 200 ETF (150.39 %)

AUD - AUSTRALIA DOLLAR (-50.39 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0.35 %


Key Summary

INES

G200

Issuer

Intelligent Investor

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0.35 %

Price

$3.43

$28.51

Size

$74.418 million

$8.644 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.41 %

0.15 %

Market

ASX

ASX

First listed date

12/06/2019

22/04/2024

Purchase fee

$6.50

$6.50


Community Stats

INES

G200

Popularity

Low

Low

Pearlers invested

21

22

Median incremental investment

$851.70

$2,500.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,400.69

$9,807.44

Average age group

> 35

> 35


Pros and Cons

INES

G200

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

G200

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

Home