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Compare INES vs. RBTZ
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 Robotics and Artificial Intelligence ETF (RBTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 448 |
Median incremental investment | $803.40 | $775.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,564.53 | $1,503.36 |
Average age group | > 35 | > 35 |
Key Summary
INES | RBTZ | |
|---|---|---|
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. | RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services. |
Top 3 holdings | Visa Inc Class A (6.64 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.37 %) CME Group Inc Class A (5.93 %) | NVIDIA CORP (10.91 %) ABB LTD (8.08 %) INTUITIVE SURGICAL INC (7.72 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Other (56.89 %) Information Technology (26.11 %) Health Care (8.27 %) |
Top 3 countries | United States (47.60 %) Japan (30.01 %) Switzerland (11.60 %) | |
Management fee | 0.97 % | 0.57 % |
Key Summary
INES | RBTZ | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Indxx Global Robotics & Artificial Intelligence Thematic Index | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.57 % |
Price | $3.69 | $13.92 |
Size | $76.105 million | $279.221 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.05 % | 2.96 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 14/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 448 |
Median incremental investment | $803.40 | $775.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,564.53 | $1,503.36 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | RBTZ | |
|---|---|---|
Pros |
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Cons |
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INES | RBTZ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |