Compare AU
Compare INES vs. ROYL
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 ROYL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 7 |
Median incremental investment | $851.70 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,400.69 | $1,675.52 |
Average age group | > 35 | > 35 |
Key Summary
INES | ROYL | |
|---|---|---|
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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) |
Top 3 industries | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) | |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | |
Management fee | 0.97 % | 0.69 % |
Key Summary
INES | ROYL | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.69 % |
Price | $3.43 | $10.88 |
Size | $74.418 million | $11.057 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 1.27 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 7 |
Median incremental investment | $851.70 | $700.30 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,400.69 | $1,675.52 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | ROYL | |
|---|---|---|
Pros |
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Cons |
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INES | ROYL |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |