Compare AU

Compare INES vs. MVW

Compare shares and ETFs on the ASX that you can trade on Pearler.

Intelligent Investor Eth Share Fund - Active ETF

ASX

Buy

Buy

Overview
Performance

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 MVW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

MVW

Popularity

Low

Low

Pearlers invested

21

250

Median incremental investment

$851.70

$833.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,859.54

$4,008.92

Average age group

> 35

> 35


Key Summary

INES

MVW

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 fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees.

Top 3 holdings

Intelligent Investor Eth Share Fund - Active ETF (100 %)

Qantas Airways Ltd (2.43 %)

Arcadium Lithium PLC CDI (1.55 %)

Pro Medicus Ltd (1.48 %)

Top 3 industries

Industrials (53.31 %)

Real Estate (18.73 %)

Utilities (18.65 %)

Top 3 countries

Australia (97.03 %)

United States (2.97 %)

Management fee

0.97 %

0.35 %


Key Summary

INES

MVW

Issuer

Intelligent Investor

VanEck

Tracking index

MVIS Australia Equal Weight Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.35 %

Price

$3.37

$37.82

Size

$74.418 million

$2.614 billion

10Y return

N/A

84.85 %

Annual dividend/ distribution yield (5Y)

4.41 %

4.98 %

Market

ASX

ASX

First listed date

12/06/2019

06/03/2014

Purchase fee

$6.50

$6.50


Community Stats

INES

MVW

Popularity

Low

Low

Pearlers invested

21

250

Median incremental investment

$851.70

$833.00

Median investment frequency

Monthly

Monthly

Median total investment

$4,859.54

$4,008.92

Average age group

> 35

> 35


Pros and Cons

INES

MVW

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

INES

MVW

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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