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Compare ISLM vs. INES
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 Hejaz Equities Fund Active ETF (ISLM) and the Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISLM | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 17 |
Median incremental investment | $644.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,596.21 | $5,271.86 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISLM | INES | |
|---|---|---|
Strategy | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. | 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. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd ADR (7.40 %) Pop Mart International Group Ltd Ordinary Shares (5.94 %) Exxon Mobil Corp (5.48 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Other (36.68 %) Materials (28.32 %) Consumer Staples (10.61 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (39.22 %) Australia (21.95 %) China (11.87 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 1.89 % | 0.97 % |
Key Summary
ISLM | INES | |
|---|---|---|
Issuer | Hejaz | Intelligent Investor |
Tracking index | MSCI World Islamic | |
Asset class | ETF | ETF |
Management fee | 1.89 % | 0.97 % |
Price | $1.155 | $3.41 |
Size | N/A | $64.897 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 9.68 % | 3.86 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISLM | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 31 | 17 |
Median incremental investment | $644.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,596.21 | $5,271.86 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISLM | INES | |
|---|---|---|
Pros |
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Cons |
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ISLM | INES |
|---|---|
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 |