Compare AU
Compare INES vs. HGBL
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 HGBL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 59 |
Median incremental investment | $851.70 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,400.69 | $16,465.12 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) | |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.97 % | 0.11 % |
Key Summary
INES | HGBL | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.11 % |
Price | $3.43 | $68.32 |
Size | $74.418 million | $1.101 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 0.43 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 59 |
Median incremental investment | $851.70 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,400.69 | $16,465.12 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | HGBL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
INES | HGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |