Compare AU

Compare INES vs. QLTY

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

Community Stats

INES

QLTY

Popularity

Low

Low

Pearlers invested

21

103

Median incremental investment

$851.70

$1,204.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,960.48

$5,265.00

Average age group

> 35

> 35


Key Summary

INES

QLTY

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.

QLTY.AX was created on 2018-11-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. QLTY.AX aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score

Top 3 holdings

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

VISA INC (2.18 %)

META PLATFORMS INC (2.18 %)

APPLIED MATERIALS INC (2.15 %)

Top 3 industries

Other (33.33 %)

Information Technology (26.51 %)

Industrials (10.90 %)

Top 3 countries

United States (67.42 %)

Japan (10.43 %)

Switzerland (4.55 %)

Management fee

0.97 %

0.35 %


Key Summary

INES

QLTY

Issuer

Intelligent Investor

BetaShares

Tracking index

iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.35 %

Price

$3.44

$32.33

Size

$74.418 million

$711.894 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.41 %

2.63 %

Market

ASX

ASX

First listed date

12/06/2019

07/11/2018

Purchase fee

$6.50

$6.50


Community Stats

INES

QLTY

Popularity

Low

Low

Pearlers invested

21

103

Median incremental investment

$851.70

$1,204.50

Median investment frequency

Monthly

Monthly

Median total investment

$4,960.48

$5,265.00

Average age group

> 35

> 35


Pros and Cons

INES

QLTY

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

QLTY

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

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