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Compare INES vs. GBND
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Intelligent Investor Eth Share Fund - Active ETF (INES) and the Betashares Global Green Bond Currency Hedged ETF (GBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | GBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 20 |
Median incremental investment | $803.40 | $1,091.90 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,859.68 | $1,254.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | GBND | |
|---|---|---|
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. | GBND.AX was created on 2019-11-26 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian and Global Select Sustainability Leaders Bond TR Index - AUD Hedged, before taking into account fees and expenses. |
Top 3 holdings | Visa Inc Class A (6.64 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.37 %) CME Group Inc Class A (5.93 %) | EUR - EURO (0 %) AUD - AUSTRALIA DOLLAR (0 %) USD - UNITED STATES DOLLAR (0 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Other (74.40 %) Communication Services (25.60 %) |
Top 3 countries | ||
Management fee | 0.97 % | 0.49 % |
Key Summary
INES | GBND | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Solactive Australian and Global Select Sustainability Leaders Bond Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.49 % |
Price | $3.74 | $20.56 |
Size | $76.622 million | $207.095 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.41 % | 2.24 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 28/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | GBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 20 |
Median incremental investment | $803.40 | $1,091.90 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,859.68 | $1,254.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | GBND | |
|---|---|---|
Pros |
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Cons |
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INES | GBND |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |