Back
Compare AU
Compare INES vs. QPON
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 QPON. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 14 |
Median incremental investment | $803.40 | $4,056.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,539.79 | $4,543.98 |
Average age group | > 35 | > 35 |
Key Summary
INES | QPON | |
|---|---|---|
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. | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | COMMONWEALTH BANK OF AUSTRALIA FRN JAN-30 (10.21 %) WESTPAC BANKING CORP FRN JAN-30 (10.00 %) COMMONWEALTH BANK OF AUSTRALIA FRN AUG-29 (9.92 %) |
Top 3 industries | Other (96.47 %) Communication Services (3.53 %) | |
Top 3 countries | ||
Management fee | 0.97 % | 0.22 % |
Key Summary
INES | QPON | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Solactive Australian Bank Senior Floating Rate Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.22 % |
Price | $3.67 | $26.04 |
Size | $76.862 million | $1.715 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 2.98 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 14 |
Median incremental investment | $803.40 | $4,056.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,539.79 | $4,543.98 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | QPON | |
|---|---|---|
Pros |
|
|
Cons |
|
|
INES | QPON |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |