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Compare INES vs. VGE
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 VGE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | VGE | |
---|---|---|
Popularity | Low | Medium |
Pearlers invested | 20 | 1,070 |
Median incremental investment | $803.40 | $1,101.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,515.05 | $3,126.64 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | VGE | |
---|---|---|
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 FTSE Emerging Markets Shares ETF seeks to follow the performance of the FTSE Emerging Markets All Cap China A Inclusion Index in Australian dollars before considering fees, expenses, and tax. It tracks the index's performance with dividends reinvested. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | Taiwan Semiconductor Manufacturing Co. Ltd. (4.80 %) Tencent Holdings Ltd. (3.68 %) Alibaba Group Holding Ltd. (2.83 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Other (18.89 %) Financials (15.91 %) Information Technology (14.87 %) |
Top 3 countries | China (28.87 %) India (24.00 %) Taiwan (19.40 %) | |
Management fee | 0.97 % | 0.48 % |
Key Summary
INES | VGE | |
---|---|---|
Issuer | Intelligent Investor | Vanguard |
Tracking index | FTSE Custom Emerging Markets All Cap China A Inclusion Index | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.48 % |
Price | $3.65 | $82.90 |
Size | $75.760 million | N/A |
10Y return | N/A | 35.08 % |
Annual dividend/ distribution yield (5Y) | 3.38 % | 2.26 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 21/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | VGE | |
---|---|---|
Popularity | Low | Medium |
Pearlers invested | 20 | 1,070 |
Median incremental investment | $803.40 | $1,101.14 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,515.05 | $3,126.64 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | VGE | |
---|---|---|
Pros |
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Cons |
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INES | VGE |
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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 |