Compare AU

Compare INES vs. ILB

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

Community Stats

INES

ILB

Popularity

Low

Low

Pearlers invested

21

8

Median incremental investment

$851.70

$1,386.46

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,336.54

$4,224.50

Average age group

> 35

> 35


Key Summary

INES

ILB

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.

ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities.

Top 3 holdings

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

AUSTRALIA (COMMONWEALTH OF) RegS (17.85 %)

AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %)

AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %)

Top 3 industries

Other (99.80 %)

Communication Services (0.20 %)

Top 3 countries

Management fee

0.97 %

0.18 %


Key Summary

INES

ILB

Issuer

Intelligent Investor

iShares

Tracking index

Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar

Asset class

ETF

ETF

Management fee

0.97 %

0.18 %

Price

$3.38

$124.25

Size

$74.418 million

$892.816 million

10Y return

N/A

10.10 %

Annual dividend/ distribution yield (5Y)

4.41 %

1.14 %

Market

ASX

ASX

First listed date

12/06/2019

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

INES

ILB

Popularity

Low

Low

Pearlers invested

21

8

Median incremental investment

$851.70

$1,386.46

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,336.54

$4,224.50

Average age group

> 35

> 35


Pros and Cons

INES

ILB

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

ILB

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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