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Compare AU
Compare INES vs. USD
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 USD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 4 |
Median incremental investment | $803.40 | $1,934.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,539.79 | $1,255.50 |
Average age group | > 35 | > 35 |
Key Summary
INES | USD | |
|---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | AUD - AUSTRALIA DOLLAR (0.05 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.00 %) | |
Top 3 countries | ||
Management fee | 0.97 % | 0.45 % |
Key Summary
INES | USD | |
|---|---|---|
Issuer | Intelligent Investor | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.45 % |
Price | $3.67 | $15.50 |
Size | $75.768 million | $73.604 million |
10Y return | N/A | 21.86 % |
Annual dividend/ distribution yield (5Y) | 4.41 % | 1.74 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 4 |
Median incremental investment | $803.40 | $1,934.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,539.79 | $1,255.50 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | USD | |
|---|---|---|
Pros |
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Cons |
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INES | USD |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |