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Compare INES vs. IWLD
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 INES and IWLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 169 |
Median incremental investment | $803.40 | $1,516.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,527.42 | $7,221.24 |
Average age group | > 35 | > 35 |
Key Summary
INES | IWLD | |
|---|---|---|
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. | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | NVIDIA CORP (8.87 %) MICROSOFT CORP (8.03 %) ALPHABET INC CLASS A (2.94 %) |
Top 3 industries | Information Technology (27.57 %) Financials (16.42 %) Consumer Discretionary (11.55 %) | |
Top 3 countries | United States (74.50 %) Japan (6.44 %) United Kingdom of Great Britain and Northern Ireland (3.41 %) | |
Management fee | 0.97 % | 0.09 % |
Key Summary
INES | IWLD | |
|---|---|---|
Issuer | Intelligent Investor | iShares |
Tracking index | MSCI World IMI - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.09 % |
Price | $3.66 | $61.72 |
Size | $76.862 million | $1.219 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 4.54 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 169 |
Median incremental investment | $803.40 | $1,516.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,527.42 | $7,221.24 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | IWLD | |
|---|---|---|
Pros |
| |
Cons |
|
INES | IWLD |
|---|---|
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 |