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Compare INES vs. QUAL
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 MSCI International Quality ETF (QUAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 19 | 1,385 |
Median incremental investment | $803.40 | $974.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,900.96 | $3,475.20 |
Average age group | > 35 | > 35 |
Key Summary
INES | QUAL | |
|---|---|---|
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. | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. |
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 %) | NVIDIA Corp (5.52 %) Meta Platforms Inc Class A (5.46 %) Microsoft Corp (5.20 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Information Technology (44.24 %) Communication Services (28.45 %) Other (12.05 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | |
Management fee | 0.97 % | 0.4 % |
Key Summary
INES | QUAL | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | MSCI World ex Australia Quality Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.4 % |
Price | $3.78 | $57.92 |
Size | $76.026 million | $7.307 billion |
10Y return | N/A | 199.64 % |
Annual distribution yield (5Y) | 3.41 % | 1.90 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 31/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | QUAL | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 19 | 1,385 |
Median incremental investment | $803.40 | $974.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,900.96 | $3,475.20 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | QUAL | |
|---|---|---|
Pros |
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Cons |
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INES | QUAL |
|---|---|
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 |