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Compare INES vs. GMVW
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 Intelligent Investor Eth Share Fund - Active ETF (INES) and the VanEck Geared Australian Equal Weight Complex ETF (GMVW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 11 |
Median incremental investment | $605.31 | $1,016.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,303.53 | $9,500.40 |
Average age group | > 35 | > 35 |
Key Summary
INES | GMVW | |
|---|---|---|
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. | GMVW.AX was created on 2024-02-27 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The Fund has a target gearing ratio of 45% to 60%. The gearing ratio may change due to factors such as market movements, applications, redemptions, borrowing costs, expected dividends or changes to the amount borrowed and any restrictions in borrowing agreements. |
Top 3 holdings | Visa Inc Class A (7.24 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.84 %) CAR Group Ltd (5.48 %) | VanEck Australian Equal Wt ETF (227.14 %) |
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 %) | Australia (100.00 %) |
Management fee | 0.97 % | 0.35 % |
Key Summary
INES | GMVW | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.35 % |
Price | $3.25 | $40.96 |
Size | $63.478 million | $46.053 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.93 % | 4.47 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 28/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | GMVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 11 |
Median incremental investment | $605.31 | $1,016.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,303.53 | $9,500.40 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | GMVW | |
|---|---|---|
Pros |
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Cons |
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INES | GMVW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |