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Compare INES vs. QHAL

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

Intelligent Investor Ethical Share Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are INES and QHAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

QHAL

Popularity

Low

Low

Pearlers invested

21

62

Median incremental investment

$851.70

$865.79

Median investment frequency

Monthly

Monthly

Median total investment

$4,400.69

$5,058.33

Average age group

> 35

> 35


Key Summary

INES

QHAL

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.

QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the Index.

Top 3 holdings

Intelligent Investor Ethical Share Fund (Managed Fund) (100 %)

MSCI Global 'Quality' (ex-AUS hedged) (100 %)

Top 3 industries

Top 3 countries

United States (77.72 %)

Switzerland (4.96 %)

United Kingdom of Great Britain and Northern Ireland (4.17 %)

Management fee

0.97 %

0.43 %


Key Summary

INES

QHAL

Issuer

Intelligent Investor

VanEck

Tracking index

MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.97 %

0.43 %

Price

$3.43

$49.11

Size

$74.418 million

$1.594 billion

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.41 %

1.82 %

Market

ASX

ASX

First listed date

12/06/2019

25/03/2019

Purchase fee

$6.50

$6.50


Community Stats

INES

QHAL

Popularity

Low

Low

Pearlers invested

21

62

Median incremental investment

$851.70

$865.79

Median investment frequency

Monthly

Monthly

Median total investment

$4,400.69

$5,058.33

Average age group

> 35

> 35


Pros and Cons

INES

QHAL

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

QHAL

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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