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Compare INES vs. IESG
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 IESG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 61 |
Median incremental investment | $803.40 | $1,862.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,515.05 | $6,853.96 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | IESG | |
|---|---|---|
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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 359.25m in AUM and 82 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA (13.37 %) CSL LTD (9.02 %) WESFARMERS LTD (8.29 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Financials (28.56 %) Materials (17.37 %) Health Care (11.16 %) |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | |
Management fee | 0.97 % | 0.01 % |
Key Summary
INES | IESG | |
|---|---|---|
Issuer | Intelligent Investor | iShares |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.01 % |
Price | $3.65 | $32.33 |
Size | $75.760 million | $360.275 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.38 % | 2.14 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 61 |
Median incremental investment | $803.40 | $1,862.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,515.05 | $6,853.96 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | IESG | |
|---|---|---|
Pros |
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Cons |
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INES | IESG |
|---|---|
Lower exposure to AU market | Higher 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 |