Compare AU

Compare INES vs. GGFD

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

Community Stats

INES

GGFD

Popularity

Low

Low

Pearlers invested

21

1

Median incremental investment

$851.70

$4,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,413.52

$473.52

Average age group

> 35

26 - 35


Key Summary

INES

GGFD

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.

GGFD.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. Betashares Geared Long U.S. Treasury Bond Fund Currency Hedged (hedge fund) offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure

Top 3 holdings

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

US 10YR ULTRA FUT SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (105.83 %)

USD - UNITED STATES DOLLAR (-5.83 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0.99 %


Key Summary

INES

GGFD

Issuer

Intelligent Investor

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0.99 %

Price

$3.44

$19.73

Size

$74.418 million

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.41 %

- %

Market

ASX

ASX

First listed date

12/06/2019

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

INES

GGFD

Popularity

Low

Low

Pearlers invested

21

1

Median incremental investment

$851.70

$4,993.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,413.52

$473.52

Average age group

> 35

26 - 35


Pros and Cons

INES

GGFD

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

GGFD

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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