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Compare AU

Compare INES vs. IFRA

Compare shares and ETFs on the ASX that you can trade on Pearler.

Intelligent Investor Eth Share Fund - Active ETF

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

Community Stats

INES

IFRA

Popularity

Low

Low

Pearlers invested

20

131

Median incremental investment

$803.40

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,527.42

$4,364.92

Average age group

> 35

> 35

Key Summary

INES

IFRA

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.

IFRA.AX was created on 2016-04-29 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. A Fund does not aim to perfectly replicate its Reference Index on a one-to-one basis

Top 3 holdings

Intelligent Investor Eth Share Fund - Active ETF (100 %)

Transurban Group (5.54 %)

Aena SME SA (5.24 %)

NextEra Energy Inc (4.67 %)

Top 3 industries

Financials (42.50 %)

Other (21.54 %)

Communication Services (17.57 %)

Other (89.69 %)

Industrials (45.99 %)

Utilities (37.82 %)

Top 3 countries

United States (60.06 %)

Canada (10.62 %)

Spain (6.21 %)

Management fee

0.97 %

0.52 %

Key Summary

INES

IFRA

Issuer

Intelligent Investor

VanEck

Tracking index

FTSE Developed Core Infrastructure 50/50 Index - CAD

Asset class

ETF

ETF

Management fee

0.97 %

0.52 %

Price

$3.65

$22.38

Size

$75.760 million

$1.412 billion

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

4.41 %

3.25 %

Market

ASX

ASX

First listed date

12/06/2019

03/05/2016

Purchase fee

$6.50

$6.50

Community Stats

INES

IFRA

Popularity

Low

Low

Pearlers invested

20

131

Median incremental investment

$803.40

$1,000.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,527.42

$4,364.92

Average age group

> 35

> 35

Pros and Cons

INES

IFRA

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

IFRA

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