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Compare REIT 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 VanEck Ftse International Property (Aud Hedged) ETF (REIT) 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
REIT | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 104 | 17 |
Median incremental investment | $993.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,294.38 | $5,271.86 |
Average age group | 26 - 35 | > 35 |
Key Summary
REIT | INES | |
|---|---|---|
Strategy | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities | 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 | Welltower Inc (7.80 %) Prologis Inc (7.25 %) Equinix Inc (5.73 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.82 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0.43 % | 0.97 % |
Key Summary
REIT | INES | |
|---|---|---|
Issuer | VanEck | Intelligent Investor |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0.97 % |
Price | $16.92 | $3.41 |
Size | $714.362 million | $64.897 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.24 % | 3.86 % |
Market | ASX | ASX |
First listed date | 02/04/2019 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
REIT | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 104 | 17 |
Median incremental investment | $993.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,294.38 | $5,271.86 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
REIT | INES | |
|---|---|---|
Pros |
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Cons |
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REIT | INES |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |