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Compare INES vs. QRE
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 QRE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 86 |
Median incremental investment | $803.40 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,539.79 | $1,791.40 |
Average age group | > 35 | > 35 |
Key Summary
INES | QRE | |
|---|---|---|
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. | QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | S&P/ASX 200 R IDX SEP25 (0 %) BHP GROUP LTD (36.56 %) WOODSIDE ENERGY GROUP LTD (10.00 %) |
Top 3 industries | Materials (77.67 %) Energy (18.89 %) Other (3.44 %) | |
Top 3 countries | Australia (97.20 %) United States (2.39 %) China (0.41 %) | |
Management fee | 0.97 % | 0.34 % |
Key Summary
INES | QRE | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.34 % |
Price | $3.65 | $6.78 |
Size | $76.862 million | $366.599 million |
10Y return | N/A | 43.04 % |
Annual dividend/ distribution yield (5Y) | 4.41 % | 9.10 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | QRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 86 |
Median incremental investment | $803.40 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,539.79 | $1,791.40 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | QRE | |
|---|---|---|
Pros |
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Cons |
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INES | QRE |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |