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, shares and ETFs are a popular choice. Two options in the ASX are INES and IYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 2 |
Median incremental investment | $851.70 | $199.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,960.48 | $1,603.04 |
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 | Intelligent Investor Eth Share Fund - Active ETF (100 %) | NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.58 %) LIBERTY FINANCIAL PTY LTD MTN RegS (1.57 %) CIP FUNDING PTY LTD MTN RegS (1.44 %) |
Top 3 industries | Other (98.68 %) Financials (1.26 %) Consumer Discretionary (1.10 %) | |
Top 3 countries | ||
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 | $3.45 | $100.35 |
Size | $74.418 million | $52.624 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 2.52 % |
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 | 21 | 2 |
Median incremental investment | $851.70 | $199.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,960.48 | $1,603.04 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | IYLD | |
|---|---|---|
Pros |
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Cons |
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INES | IYLD |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |