INES.AX vs. CORE.AX
INES.AX (Intelligent Investor Ethical Share ETF) and CORE.AX (Schroder Global Core Fund - Active ETF) are both Global Equities funds. INES.AX is passively managed, while CORE.AX is actively managed. Over the past year, INES.AX returned -7.94% vs 15.14% for CORE.AX. At a 0.33 correlation, their price movements are largely independent.
Performance
INES.AX vs. CORE.AX - Performance Comparison
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Returns By Period
In the year-to-date period, INES.AX achieves a -9.15% return, which is significantly lower than CORE.AX's 4.95% return.
INES.AX
- 1D
- 1.60%
- 1M
- 1.27%
- 6M
- -8.43%
- YTD
- -9.15%
- 1Y
- -7.94%
- 3Y*
- 5.87%
- 5Y*
- 3.31%
- 10Y*
- —
CORE.AX
- 1D
- -0.25%
- 1M
- 0.93%
- 6M
- 4.67%
- YTD
- 4.95%
- 1Y
- 15.14%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
INES.AX vs. CORE.AX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
INES.AX Intelligent Investor Ethical Share ETF | -9.15% | 4.31% |
CORE.AX Schroder Global Core Fund - Active ETF | 4.95% | 12.78% |
Correlation
The correlation between INES.AX and CORE.AX is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2025 | 0.33 |
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Return for Risk
INES.AX vs. CORE.AX — Risk / Return Rank
INES.AX
CORE.AX
INES.AX vs. CORE.AX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Intelligent Investor Ethical Share ETF (INES.AX) and Schroder Global Core Fund - Active ETF (CORE.AX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| INES.AX | CORE.AX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.92 | ||
| Sortino ratioReturn per unit of downside risk | -2.68 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.28 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.40 | 1.68 | -2.08 |
| Martin ratioReturn relative to average drawdown | -0.78 | 4.54 | -5.31 |
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Drawdowns
INES.AX vs. CORE.AX - Drawdown Comparison
The maximum INES.AX drawdown since its inception was -33.57%, which is greater than CORE.AX's maximum drawdown of -10.20%. Use the drawdown chart below to compare losses from any high point for INES.AX and CORE.AX.
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Drawdown Indicators
| INES.AX | CORE.AX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.57% | -10.20% | -23.37% |
Max Drawdown (1Y)Largest decline over 1 year | -19.49% | -10.20% | -9.29% |
Max Drawdown (3Y)Largest decline over 3 years | -19.49% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.49% | — | — |
Current DrawdownCurrent decline from peak | -11.72% | -1.34% | -10.38% |
Average DrawdownAverage peak-to-trough decline | -5.81% | -2.60% | -3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.13% | — | — |
Volatility
INES.AX vs. CORE.AX - Volatility Comparison
Intelligent Investor Ethical Share ETF (INES.AX) has a higher volatility of 3.87% compared to Schroder Global Core Fund - Active ETF (CORE.AX) at 2.12%. This indicates that INES.AX's price experiences larger fluctuations and is considered to be riskier than CORE.AX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INES.AX | CORE.AX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.87% | 2.12% | +1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 12.71% | 7.39% | +5.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.51% | 12.44% | +2.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 12.50% | +1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.70% | 12.50% | +3.20% |
Dividends
INES.AX vs. CORE.AX - Dividend Comparison
INES.AX's dividend yield for the trailing twelve months is around 8.36%, more than CORE.AX's 0.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
CORE.AX Schroder Global Core Fund - Active ETF | 0.68% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INES.AX Intelligent Investor Ethical Share ETF | 8.36% | 0.71% | 4.24% | 1.22% | 12.37% | 1.63% | 0.67% |
Frequently Asked Questions
INES.AX and CORE.AX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: ETF Issuer and Schroder.
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