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Compare AU
Compare INES vs. LEND
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 Glbl Listed Private Credit (Aud Hedged) ETF (LEND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | LEND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 22 |
Median incremental investment | $605.31 | $1,470.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,223.34 | $8,109.68 |
Average age group | > 35 | > 35 |
Key Summary
INES | LEND | |
|---|---|---|
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. | LEND.AX was created on 2024-01-31 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | Visa Inc Class A (7.24 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.84 %) CAR Group Ltd (5.48 %) | Main Street Capital Corp (8.09 %) Hercules Capital Inc (8.03 %) FS KKR Capital Corp (7.83 %) |
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 (100.00 %) |
Management fee | 0.97 % | 0.65 % |
Key Summary
INES | LEND | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.65 % |
Price | $3.16 | $14.24 |
Size | $56.896 million | $206.175 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.93 % | 7.67 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 01/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | LEND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 22 |
Median incremental investment | $605.31 | $1,470.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,223.34 | $8,109.68 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | LEND | |
|---|---|---|
Pros |
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Cons |
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INES | LEND |
|---|---|
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 |