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Compare INES vs. PLUS

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 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

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

PLUS

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield