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Compare AU
Compare INES vs. IHEB
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 iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 3 |
Median incremental investment | $605.31 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,148.18 | $8,345.40 |
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 | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) | iShares JP Morgan $ EM Bond ETF USD Dist (97.84 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | |
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 | $3.35 | $79.65 |
Size | $66.506 million | $74.251 million |
10Y return | N/A | -21.68 % |
Annual distribution yield (5Y) | 3.86 % | 5.71 % |
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 | 17 | 3 |
Median incremental investment | $605.31 | $2,649.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,148.18 | $8,345.40 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | IHEB | |
|---|---|---|
Pros |
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Cons |
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INES | IHEB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |