Compare AU
Compare INES vs. US10
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 US10. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | US10 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 3 |
Median incremental investment | $851.70 | $1,749.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,960.48 | $4,719.60 |
Average age group | > 35 | > 35 |
Key Summary
INES | US10 | |
|---|---|---|
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. | US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY NOTE/BOND 4.375% MAY-34 (9.91 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.97 % | 0.22 % |
Key Summary
INES | US10 | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.22 % |
Price | $3.45 | $49.84 |
Size | $74.418 million | $25.522 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 0.73 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 25/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | US10 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 3 |
Median incremental investment | $851.70 | $1,749.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,960.48 | $4,719.60 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | US10 | |
|---|---|---|
Pros |
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Cons |
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INES | US10 |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |