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Compare INES vs. SKUK
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 Hejaz Sukuk Active ETF (SKUK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | SKUK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 5 |
Median incremental investment | $704.36 | $568.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,782.04 | $901.95 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | SKUK | |
|---|---|---|
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. | SKUK.AX was created on 2023-11-01 by Hejaz . The fund's investment portfolio concentrates primarily on target outcome asset allocation. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5to 7-years timeframe through exposure to a diversified equities portfolio of shariah complaint investments |
Top 3 holdings | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.91 %) Visa Inc Class A (5.80 %) ResMed Inc Chess Depository Interest (5.05 %) | Saudi Electricity Global Sukuk Company 2 5.06% (11.11 %) MAF Sukuk Ltd. 5% (10.69 %) TMS Issuer S.a.r.l. 5.78% (10.53 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | ||
Management fee | 0.97 % | 1.33 % |
Key Summary
INES | SKUK | |
|---|---|---|
Issuer | Intelligent Investor | Hejaz |
Tracking index | Bloomberg Global Aggregate USD Sukuk Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.33 % |
Price | $3.76 | $1.05 |
Size | $75.661 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.41 % | 3.94 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 31/10/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | SKUK | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 5 |
Median incremental investment | $704.36 | $568.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,782.04 | $901.95 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | SKUK | |
|---|---|---|
Pros |
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Cons |
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INES | SKUK |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |