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Compare RGOS 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 Russell Sust Global Opportunities Complex ETF (RGOS) 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
RGOS | INES | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $605.31 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $5,024.50 |
Average age group | N/A | > 35 |
Key Summary
RGOS | INES | |
|---|---|---|
Strategy | RGOS.AX was created on 2024-04-12 by Russell. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Funds benchmark, before costs and tax, over the long term by providing exposure to a diversified portfolio of predominantly international shares. | 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 | Microsoft Corp (4.10 %) NVIDIA Corp (2.96 %) Apple Inc (2.51 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | United States (62.52 %) United Kingdom of Great Britain and Northern Ireland (5.93 %) France (5.27 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0 % | 0.97 % |
Key Summary
RGOS | INES | |
|---|---|---|
Issuer | Russell | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.97 % |
Price | $20.88 | $3.25 |
Size | N/A | $66.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.97 % | 3.86 % |
Market | ASX | ASX |
First listed date | 15/04/2024 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGOS | INES | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $605.31 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $5,024.50 |
Average age group | N/A | > 35 |
Pros and Cons
RGOS | INES | |
|---|---|---|
Pros |
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Cons |
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RGOS | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |