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Compare AU
Compare INES vs. VEU
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 All-World Ex-US Shares Index ETF (VEU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | VEU | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 18 | 4,045 |
Median incremental investment | $605.31 | $1,120.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,370.36 | $4,691.70 |
Average age group | > 35 | > 35 |
Key Summary
INES | VEU | |
|---|---|---|
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. | Vanguard All-World ex-U.S. Shares Index ETF seeks to track the return of the FTSE All-World ex-US Index before accounting for fees, expenses, and tax. It aims to provide exposure to both the developed and emerging markets with the fund. |
Top 3 holdings | Visa Inc Class A (7.24 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.84 %) CAR Group Ltd (5.48 %) | Nestle SA (1.31 %) ASML Holding NV (1.00 %) Taiwan Semiconductor Manufacturing Co. Ltd. (0.98 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Financials (17.94 %) Industrials (12.80 %) Consumer Discretionary (10.11 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | Japan (15.09 %) China (8.85 %) United Kingdom of Great Britain and Northern Ireland (8.57 %) |
Management fee | 0.97 % | 0.04 % |
Key Summary
INES | VEU | |
|---|---|---|
Issuer | Intelligent Investor | Vanguard |
Tracking index | FTSE All-World ex US Index | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.04 % |
Price | $3.32 | $120.46 |
Size | $62.819 million | $69.744 billion |
10Y return | N/A | 104.41 % |
Annual distribution yield (5Y) | 4.93 % | 2.59 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | VEU | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 18 | 4,045 |
Median incremental investment | $605.31 | $1,120.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,370.36 | $4,691.70 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | VEU | |
|---|---|---|
Pros |
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Cons |
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INES | VEU |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |