Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are ROBO and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ROBO | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 537 | 21 |
Median incremental investment | $640.45 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,116.50 | $4,362.20 |
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 | Harmonic Drive Systems Inc (2.15 %) Hiwin Technologies Corp (1.82 %) Fanuc Corp (1.81 %) | Intelligent Investor Eth Share Fund - Active ETF (100 %) |
Top 3 industries | Industrials (51.30 %) Information Technology (28.91 %) Health Care (19.79 %) | |
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 | $79.53 | $3.40 |
Size | $234.713 million | $74.418 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.87 % | 4.41 % |
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 | 537 | 21 |
Median incremental investment | $640.45 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,116.50 | $4,362.20 |
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 |
Lower distribution yield | Higher distribution yield |