Compare AU
Compare INES vs. SMLL
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 SMLL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 9 |
Median incremental investment | $851.70 | $2,029.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,845.12 | $4,310.34 |
Average age group | > 35 | > 35 |
Key Summary
INES | SMLL | |
|---|---|---|
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. | SMLL.AX was created on 2017-04-07 by BetaShares. The fund's investment portfolio concentrates primarily on small cap equity. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term (after fees and expenses) by investing in a portfolio of high quality, profitable small companies. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | INCITEC PIVOT LTD (4.94 %) CLEANAWAY WASTE MANAGEMENT LTD (4.71 %) HUB24 LTD (4.12 %) |
Top 3 industries | Materials (27.52 %) Consumer Discretionary (24.00 %) Industrials (12.70 %) | |
Top 3 countries | Australia (98.15 %) China (1.85 %) | |
Management fee | 0.97 % | 0.39 % |
Key Summary
INES | SMLL | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.39 % |
Price | $3.36 | $3.61 |
Size | $74.418 million | $94.341 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 5.20 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | SMLL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 9 |
Median incremental investment | $851.70 | $2,029.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,845.12 | $4,310.34 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | SMLL | |
|---|---|---|
Pros |
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Cons |
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INES | SMLL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |