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Compare INES vs. PLUS
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 PLUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | PLUS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 3 |
Median incremental investment | $803.40 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,539.79 | $13,542.78 |
Average age group | > 35 | > 35 |
Key Summary
INES | PLUS | |
---|---|---|
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. | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 374.78m in AUM and 149 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | Scentre Group Trust 1 (1.89 %) AusNet Services Holdings Pty Ltd. (1.65 %) Credit Agricole S.A. (1.64 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.97 % | 0.32 % |
Key Summary
INES | PLUS | |
---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.32 % |
Price | $3.67 | $17.23 |
Size | $76.862 million | $379.211 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 3.18 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | PLUS | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 3 |
Median incremental investment | $803.40 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,539.79 | $13,542.78 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | PLUS | |
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Pros |
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Cons |
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INES | PLUS |
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Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |