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Compare INES vs. GBND

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

Community Stats

INES

GBND

Popularity

Low

Low

Pearlers invested

21

21

Median incremental investment

$803.40

$1,167.74

Median investment frequency

Monthly

Monthly

Median total investment

$4,439.18

$1,504.80

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

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

GOVERNMENT OF FRANCE 1.75% JUN-39 (1.82 %)

TREASURY CORP VICTORIA 4.25% DEC-32 (1.03 %)

NEW S WALES TREASURY CRP 4.75% FEB-35 (0.99 %)

Top 3 industries

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

$3.46

$20.90

Size

$74.418 million

$355.243 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.41 %

2.12 %

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

21

21

Median incremental investment

$803.40

$1,167.74

Median investment frequency

Monthly

Monthly

Median total investment

$4,439.18

$1,504.80

Average age group

> 35

26 - 35


Pros and Cons

INES

GBND

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

GBND

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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