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Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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
ROBO | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 536 | 20 |
Median incremental investment | $650.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,379.10 | $4,911.50 |
Average age group | > 35 | > 35 |
Key Summary
ROBO | INES | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the 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 | Teradyne Inc (2.35 %) Symbotic Inc Ordinary Shares - Class A (2.26 %) Intuitive Surgical Inc (1.96 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) |
Top 3 industries | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) | |
Management fee | 0.82 % | 0.97 % |
Key Summary
ROBO | INES | |
|---|---|---|
Issuer | Global X | Intelligent Investor |
Tracking index | ROBO Global Robotics and Automation TR Index | |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.97 % |
Price | $91.94 | $3.80 |
Size | $257.766 million | $78.883 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.76 % | 3.41 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 536 | 20 |
Median incremental investment | $650.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,379.10 | $4,911.50 |
Average age group | > 35 | > 35 |
Pros and Cons
ROBO | INES | |
|---|---|---|
Pros |
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Cons |
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ROBO | INES |
|---|---|
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 |