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Compare INES vs. QFN
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 Betashares Australian Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 26 |
Median incremental investment | $803.40 | $727.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,968.98 | $3,245.63 |
Average age group | > 35 | > 35 |
Key Summary
INES | QFN | |
|---|---|---|
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. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 91.58m in AUM and 28 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. |
Top 3 holdings | Visa Inc Class A (6.64 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.37 %) CME Group Inc Class A (5.93 %) | S&P/ASX200 F-REIT SEP25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (33.43 %) NATIONAL AUSTRALIA BANK LTD (13.49 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Financials (98.12 %) Communication Services (2.56 %) Other (1.88 %) |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | |
Management fee | 0.97 % | 0.34 % |
Key Summary
INES | QFN | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.34 % |
Price | $3.82 | $17.54 |
Size | $78.102 million | $88.921 million |
10Y return | N/A | 44.36 % |
Annual distribution yield (5Y) | 3.41 % | 2.99 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | QFN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 26 |
Median incremental investment | $803.40 | $727.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,968.98 | $3,245.63 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | QFN | |
|---|---|---|
Pros |
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Cons |
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INES | QFN |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |