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Compare INES vs. DGVA

Compare shares and ETFs on the ASX that you can trade on Pearler.

Intelligent Investor Eth Share Fund - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are INES and DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

DGVA

Popularity

Low

Low

Pearlers invested

20

1

Median incremental investment

$803.40

$7,234.78

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,527.42

$31,927.20

Average age group

> 35

< 26

Key Summary

INES

DGVA

Strategy

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.

DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia).

Top 3 holdings

Intelligent Investor Eth Share Fund - Active ETF (100 %)

JPMorgan Chase & Co (3.25 %)

Exxon Mobil Corp (2.25 %)

Johnson & Johnson (1.63 %)

Top 3 industries

Financials (42.50 %)

Other (21.54 %)

Communication Services (17.57 %)

Health Care (27.52 %)

Energy (22.24 %)

Financials (21.23 %)

Top 3 countries

Management fee

0.97 %

0 %

Key Summary

INES

DGVA

Issuer

Intelligent Investor

Dimensional

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0 %

Price

$3.65

$25.25

Size

$75.760 million

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

4.41 %

0.16 %

Market

ASX

ASX

First listed date

12/06/2019

18/08/2024

Purchase fee

$6.50

$6.50

Community Stats

INES

DGVA

Popularity

Low

Low

Pearlers invested

20

1

Median incremental investment

$803.40

$7,234.78

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,527.42

$31,927.20

Average age group

> 35

< 26

Pros and Cons

INES

DGVA

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

DGVA

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield