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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, 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 |
| |
Cons |
|
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 |