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Compare IZZ 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 iShares China Large-Cap ETF (IZZ) 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
IZZ | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 18 |
Median incremental investment | $1,993.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,785.19 | $4,143.15 |
Average age group | > 35 | > 35 |
Key Summary
IZZ | INES | |
|---|---|---|
Strategy | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange | 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 | ALIBABA GROUP HOLDING LTD (8.57 %) CHINA CONSTRUCTION BANK CORP H (8.31 %) TENCENT HOLDINGS LTD (7.70 %) | Visa Inc Class A (7.24 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.84 %) CAR Group Ltd (5.48 %) |
Top 3 industries | Other (59.03 %) Consumer Discretionary (16.54 %) Communication Services (12.68 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | China (91.42 %) Hong Kong (6.92 %) United States (1.66 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0.74 % | 0.97 % |
Key Summary
IZZ | INES | |
|---|---|---|
Issuer | iShares | Intelligent Investor |
Tracking index | FTSE China 50 Net Tax USD Index | |
Asset class | ETF | ETF |
Management fee | 0.74 % | 0.97 % |
Price | $47.61 | $3.10 |
Size | $451.446 million | $57.097 million |
10Y return | -6.50 % | N/A |
Annual distribution yield (5Y) | 2.32 % | 4.93 % |
Market | ASX | ASX |
First listed date | 15/11/2007 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IZZ | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 70 | 18 |
Median incremental investment | $1,993.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,785.19 | $4,143.15 |
Average age group | > 35 | > 35 |
Pros and Cons
IZZ | INES | |
|---|---|---|
Pros |
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Cons |
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IZZ | INES |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |