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, 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 |
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Cons |
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INES | IHEB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |