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Compare INES vs. GOVT
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 SPDR S&P/ASX Iboxx Australian Government Bond ETF (GOVT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | GOVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 4 |
Median incremental investment | $605.31 | $125.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,846.88 | $3,379.75 |
Average age group | > 35 | > 35 |
Key Summary
INES | GOVT | |
|---|---|---|
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. | GOVT.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 67.54m in AUM and 115 holdings. The SPDR S&P/ASX iBoxx Australian Government Bond ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX iBoxx Australian & State Governments 0+ Index. |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) | Australia (Commonwealth of) 2.75% (3.02 %) Australia (Commonwealth of) 2.75% (2.96 %) Australia (Commonwealth of) 3.25% (2.93 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | ||
Management fee | 0.97 % | 0.1 % |
Key Summary
INES | GOVT | |
|---|---|---|
Issuer | Intelligent Investor | SPDR |
Tracking index | S&P/ASX iBoxx Australian & State Governments 0+ Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.1 % |
Price | $3.76 | $24.58 |
Size | $78.993 million | $68.458 million |
10Y return | N/A | -3.61 % |
Annual distribution yield (5Y) | 3.41 % | 1.77 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 27/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | GOVT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 4 |
Median incremental investment | $605.31 | $125.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,846.88 | $3,379.75 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | GOVT | |
|---|---|---|
Pros |
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Cons |
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INES | GOVT |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |