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Compare AU
Compare INES vs. STW
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 State Street SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 411 |
Median incremental investment | $605.31 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,370.36 | $5,112.90 |
Average age group | > 35 | > 35 |
Key Summary
INES | STW | |
|---|---|---|
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. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6551.32m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | Visa Inc Class A (7.24 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.84 %) CAR Group Ltd (5.48 %) | BHP Group Ltd (11.62 %) Commonwealth Bank of Australia (9.26 %) National Australia Bank Ltd (4.39 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 0.97 % | 0 % |
Key Summary
INES | STW | |
|---|---|---|
Issuer | Intelligent Investor | State Street |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0 % |
Price | $3.27 | $78.66 |
Size | $56.896 million | $6.410 billion |
10Y return | N/A | 56.07 % |
Annual distribution yield (5Y) | 4.93 % | 4.43 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 411 |
Median incremental investment | $605.31 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,370.36 | $5,112.90 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | STW | |
|---|---|---|
Pros |
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Cons |
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INES | STW |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |