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Compare INES vs. HVLU
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 MSCI International Value (Aud Hedged) ETF (HVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 7 |
Median incremental investment | $605.31 | $5,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,370.36 | $4,151.00 |
Average age group | > 35 | > 35 |
Key Summary
INES | HVLU | |
|---|---|---|
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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | Visa Inc Class A (7.24 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.84 %) CAR Group Ltd (5.48 %) | VanEck MSCI Intl Val ETF (100.03 %) |
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 %) | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) |
Management fee | 0.97 % | 0.29 % |
Key Summary
INES | HVLU | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.29 % |
Price | $3.27 | $41.64 |
Size | $61.886 million | $136.496 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.93 % | 8.46 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 7 |
Median incremental investment | $605.31 | $5,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,370.36 | $4,151.00 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | HVLU | |
|---|---|---|
Pros |
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Cons |
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INES | HVLU |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |