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Compare AU
Compare INES vs. QLTY
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 Global Quality Leaders ETF (QLTY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | QLTY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 135 |
Median incremental investment | $605.31 | $1,131.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,032.60 | $3,265.02 |
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 | Visa Inc Class A (5.96 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.63 %) Constellation Software Inc (5.59 %) | NZD - NEW ZEALAND DOLLAR (0 %) ARISTA NETWORKS INC (2.28 %) META PLATFORMS INC (2.28 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Other (32.16 %) Information Technology (27.22 %) Industrials (11.08 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | United States (70.25 %) Japan (11.37 %) Switzerland (4.35 %) |
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 | $3.12 | $32.98 |
Size | $58.969 million | $992.804 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.93 % | 2.58 % |
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 | 18 | 135 |
Median incremental investment | $605.31 | $1,131.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,032.60 | $3,265.02 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | QLTY | |
|---|---|---|
Pros |
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Cons |
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INES | QLTY |
|---|---|
Higher exposure to AU market | Lower 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 |