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Compare INES vs. MOAT
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 Morningstar Wide Moat ETF (MOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 544 |
Median incremental investment | $803.40 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,552.16 | $4,034.78 |
Average age group | > 35 | > 35 |
Key Summary
INES | MOAT | |
|---|---|---|
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 key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Visa Inc Class A (6.64 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.37 %) CME Group Inc Class A (5.93 %) | Boeing Co (3.07 %) Corteva Inc (3.06 %) Huntington Ingalls Industries Inc (3.00 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Information Technology (30.20 %) Industrials (30.05 %) Other (23.89 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0.97 % | 0.49 % |
Key Summary
INES | MOAT | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.49 % |
Price | $3.68 | $118.67 |
Size | $76.105 million | $992.580 million |
10Y return | N/A | 195.20 % |
Annual distribution yield (5Y) | 3.05 % | 4.78 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 26/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 544 |
Median incremental investment | $803.40 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,552.16 | $4,034.78 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | MOAT | |
|---|---|---|
Pros |
| |
Cons |
|
INES | MOAT |
|---|---|
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 |