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Compare INES vs. HQUS
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 Betashares S&P 500 Equal Weight Currency Hedged ETF (HQUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 9 |
Median incremental investment | $704.36 | $4,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,472.05 | $4,456.54 |
Average age group | > 35 | > 35 |
Key Summary
INES | HQUS | |
|---|---|---|
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. | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) | BetaShares S&P 500 Equal Weight ETF (101.90 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | United States (98.88 %) Switzerland (0.37 %) China (0.21 %) |
Management fee | 0.97 % | 0.29 % |
Key Summary
INES | HQUS | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.29 % |
Price | $3.46 | $47.41 |
Size | $69.975 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 1.68 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 11/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 9 |
Median incremental investment | $704.36 | $4,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,472.05 | $4,456.54 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | HQUS | |
|---|---|---|
Pros |
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Cons |
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INES | HQUS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |