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Compare SUBD 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 Australian Subordinated Debt ETF (SUBD) 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
SUBD | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 18 |
Median incremental investment | $10,010.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $13,767.99 | $4,291.10 |
Average age group | > 35 | > 35 |
Key Summary
SUBD | INES | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of 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 | ANZ Group Holdings Ltd. (5.51 %) Westpac Banking Corp. (5.10 %) Commonwealth Bank of Australia (4.59 %) | 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 | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | |
Management fee | 0.29 % | 0.97 % |
Key Summary
SUBD | INES | |
|---|---|---|
Issuer | VanEck | Intelligent Investor |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.97 % |
Price | $25.17 | $3.32 |
Size | $3.626 billion | $63.951 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.54 % | 3.86 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 18 |
Median incremental investment | $10,010.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $13,767.99 | $4,291.10 |
Average age group | > 35 | > 35 |
Pros and Cons
SUBD | INES | |
|---|---|---|
Pros |
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Cons |
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SUBD | INES |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |