Compare AU
Compare UMAX 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 UMAX and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 21 |
Median incremental investment | $993.50 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.00 | $4,845.12 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | INES | |
|---|---|---|
Strategy | UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an 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 | SPX US 03/21/25 C6000 (0 %) SPX US 03/21/25 C6110 (0 %) SPX US 03/21/25 C6160 (0 %) | Intelligent Investor Eth Share Fund - Active ETF (100 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.79 % | 0.97 % |
Key Summary
UMAX | INES | |
|---|---|---|
Issuer | BetaShares | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.97 % |
Price | $25.50 | $3.36 |
Size | $275.492 million | $75.301 million |
10Y return | 48.26 % | N/A |
Annual distribution/ dividend yield (5Y) | 6.14 % | 4.41 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 21 |
Median incremental investment | $993.50 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.00 | $4,845.12 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | INES | |
|---|---|---|
Pros |
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Cons |
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UMAX | 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 |