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Compare INES vs. VBND
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 Vanguard Global Aggregate Bond Index (Hedged) ETF (VBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 149 |
Median incremental investment | $803.40 | $1,028.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,968.98 | $2,140.47 |
Average age group | > 35 | > 35 |
Key Summary
INES | VBND | |
|---|---|---|
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. | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | Visa Inc Class A (6.64 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.37 %) CME Group Inc Class A (5.93 %) | United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | ||
Management fee | 0.97 % | 0.2 % |
Key Summary
INES | VBND | |
|---|---|---|
Issuer | Intelligent Investor | Vanguard |
Tracking index | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.2 % |
Price | $3.82 | $42.05 |
Size | $78.102 million | $4.210 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.41 % | 3.77 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 12/10/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 149 |
Median incremental investment | $803.40 | $1,028.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,968.98 | $2,140.47 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | VBND | |
|---|---|---|
Pros |
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Cons |
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INES | VBND |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |