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Compare AU
Compare INES vs. VDCO
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 Vanguard Diversified Conservative Index ETF (VDCO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | VDCO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 12 |
Median incremental investment | $803.40 | $513.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,968.98 | $4,260.95 |
Average age group | > 35 | > 35 |
Key Summary
INES | VDCO | |
|---|---|---|
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. | VDCO.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target risk asset allocation. Vanguard Diversified Conservative Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax |
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 %) | BHP Group Ltd. (1.27 %) Landwirtschaftliche Rentenbank 4.25 2023-01-24 (1.02 %) Commonwealth Bank of Australia (1.01 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Other (70.31 %) Financials (5.88 %) Information Technology (4.02 %) |
Top 3 countries | United States (38.87 %) Australia (38.46 %) Japan (3.49 %) | |
Management fee | 0.97 % | 0.27 % |
Key Summary
INES | VDCO | |
|---|---|---|
Issuer | Intelligent Investor | Vanguard |
Tracking index | Conservative Composite Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.27 % |
Price | $3.82 | $55.17 |
Size | $78.102 million | $1.071 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.41 % | 3.36 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | VDCO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 12 |
Median incremental investment | $803.40 | $513.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,968.98 | $4,260.95 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | VDCO | |
|---|---|---|
Pros |
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Cons |
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INES | VDCO |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |