Compare AU
Compare OZF 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, shares and ETFs are a popular choice. Two options in the ASX are OZF and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZF | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 21 |
Median incremental investment | $523.50 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,013.95 | $4,400.69 |
Average age group | > 35 | > 35 |
Key Summary
OZF | INES | |
|---|---|---|
Strategy | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 46.33m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. | 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 | Commonwealth Bank of Australia (31.02 %) National Australia Bank Ltd (13.89 %) Westpac Banking Corp (13.22 %) | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) |
Top 3 industries | Financials (100.00 %) Other (4.52 %) | |
Top 3 countries | Australia (99.41 %) United States (0.59 %) | |
Management fee | 0.4 % | 0.97 % |
Key Summary
OZF | INES | |
|---|---|---|
Issuer | SPDR | Intelligent Investor |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.97 % |
Price | $28.97 | $3.43 |
Size | $59.452 million | $74.418 million |
10Y return | 39.82 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.17 % | 4.41 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 21 |
Median incremental investment | $523.50 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,013.95 | $4,400.69 |
Average age group | > 35 | > 35 |
Pros and Cons
OZF | INES | |
|---|---|---|
Pros |
| |
Cons |
|
OZF | INES |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |