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Compare INES vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 18 | 0 |
Median incremental investment | $605.31 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,291.10 | $0 |
Average age group | > 35 | N/A |
Key Summary
INES | R3AL | |
|---|---|---|
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. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) | Aurizon Holdings Ltd (7.00 %) Scentre Group (6.63 %) APA Group (6.48 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0.97 % | 0 % |
Key Summary
INES | R3AL | |
|---|---|---|
Issuer | Intelligent Investor | Martin Currie |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0 % |
Price | $3.32 | $1.58 |
Size | $63.951 million | $473.042 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.86 % | 4.59 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 18 | 0 |
Median incremental investment | $605.31 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,291.10 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
INES | R3AL | |
|---|---|---|
Pros |
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Cons |
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INES | R3AL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |