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Compare INES vs. IFRA
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 VanEck Ftse Global Infrastructure (Aud Hedged) ETF (IFRA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | IFRA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 130 |
Median incremental investment | $803.40 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,968.98 | $4,443.32 |
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 | Visa Inc Class A (6.64 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.37 %) CME Group Inc Class A (5.93 %) | Aena SME SA (5.23 %) Transurban Group (5.19 %) NextEra Energy Inc (4.91 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Utilities (38.80 %) Industrials (29.78 %) Other (14.73 %) |
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 | $3.82 | $22.79 |
Size | $78.102 million | $1.482 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.41 % | 3.23 % |
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 | 19 | 130 |
Median incremental investment | $803.40 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,968.98 | $4,443.32 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | IFRA | |
|---|---|---|
Pros |
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Cons |
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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 |