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Compare AU

Compare INES vs. QFN

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 QFN. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

QFN

Popularity

Low

Low

Pearlers invested

20

26

Median incremental investment

$803.40

$709.17

Median investment frequency

Monthly

Monthly

Median total investment

$4,552.16

$3,301.88

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. 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

Intelligent Investor Eth Share Fund - Active ETF (100 %)

S&P/ASX200 F-REIT JUN25 (0 %)

COMMONWEALTH BANK OF AUSTRALIA (33.74 %)

NATIONAL AUSTRALIA BANK LTD (13.38 %)

Top 3 industries

Financials (95.73 %)

Other (4.27 %)

Communication Services (2.56 %)

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

$3.67

$17.63

Size

$76.862 million

$107.958 million

10Y return

N/A

49.66 %

Annual dividend/ distribution yield (5Y)

4.41 %

4.79 %

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

20

26

Median incremental investment

$803.40

$709.17

Median investment frequency

Monthly

Monthly

Median total investment

$4,552.16

$3,301.88

Average age group

> 35

> 35

Pros and Cons

INES

QFN

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

Lower distribution yield

Higher distribution yield