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Compare INES vs. HNDQ

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

Community Stats

INES

HNDQ

Popularity

Low

Low

Pearlers invested

21

88

Median incremental investment

$851.70

$1,523.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,400.69

$4,008.62

Average age group

> 35

> 35


Key Summary

INES

HNDQ

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.

HNDQ.AX was created on 2020-07-20 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The BetaShares NASDAQ 100 ETF - Currency Hedged aims to track the Nasdaq-100 Currency Hedged AUD Index before fees and expenses.

Top 3 holdings

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

APPLE INC (8.82 %)

MICROSOFT CORP (8.54 %)

NVIDIA CORP (7.92 %)

Top 3 industries

Information Technology (51.40 %)

Consumer Discretionary (12.87 %)

Communication Services (12.06 %)

Top 3 countries

United States (97.15 %)

Netherlands (0.92 %)

Brazil (0.69 %)

Management fee

0.97 %

0.51 %


Key Summary

INES

HNDQ

Issuer

Intelligent Investor

BetaShares

Tracking index

NASDAQ-100 Currency Hedged AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.51 %

Price

$3.43

$43.81

Size

$74.418 million

$469.743 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.41 %

1.22 %

Market

ASX

ASX

First listed date

12/06/2019

21/07/2020

Purchase fee

$6.50

$6.50


Community Stats

INES

HNDQ

Popularity

Low

Low

Pearlers invested

21

88

Median incremental investment

$851.70

$1,523.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,400.69

$4,008.62

Average age group

> 35

> 35


Pros and Cons

INES

HNDQ

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

HNDQ

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

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