Compare AU

Compare INES vs. IHEB

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

Community Stats

INES

IHEB

Popularity

Low

Low

Pearlers invested

21

2

Median incremental investment

$803.40

$4,196.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,902.80

$20,559.63

Average age group

> 35

> 35


Key Summary

INES

IHEB

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.

IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities.

Top 3 holdings

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

ISHARES J.P. MORGAN $ EMER MKTS BD (98.96 %)

USD CASH (0.57 %)

USD/AUD (0.49 %)

Top 3 industries

Other (98.67 %)

Communication Services (1.33 %)

Top 3 countries

Management fee

0.97 %

0.51 %


Key Summary

INES

IHEB

Issuer

Intelligent Investor

iShares

Tracking index

J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.51 %

Price

$3.40

$75.31

Size

$74.418 million

$69.706 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.41 %

5.56 %

Market

ASX

ASX

First listed date

12/06/2019

09/12/2015

Purchase fee

$6.50

$6.50


Community Stats

INES

IHEB

Popularity

Low

Low

Pearlers invested

21

2

Median incremental investment

$803.40

$4,196.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,902.80

$20,559.63

Average age group

> 35

> 35


Pros and Cons

INES

IHEB

Pros

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

INES

IHEB

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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