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Compare AU
Compare INES vs. IYLD
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 Yield Plus ETF (IYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 3 |
Median incremental investment | $605.31 | $198.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,213.55 | $1,882.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | IYLD | |
|---|---|---|
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. | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) | COOPERATIEVE RABOBANK UA (SYDNEY B MTN RegS (1.25 %) SUMITOMO MITSUI BANKING CORP (SYDN RegS (1.19 %) CPPIB CAPITAL INC RegS (0.98 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Other (97.45 %) Financials (1.60 %) Consumer Discretionary (1.10 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | |
Management fee | 0.97 % | 0.12 % |
Key Summary
INES | IYLD | |
|---|---|---|
Issuer | Intelligent Investor | iShares |
Tracking index | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.12 % |
Price | $3.27 | $99.08 |
Size | $63.951 million | $100.899 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 2.76 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 3 |
Median incremental investment | $605.31 | $198.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,213.55 | $1,882.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | IYLD | |
|---|---|---|
Pros |
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Cons |
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INES | IYLD |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |