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Compare INES vs. VHY
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 VHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 20 | 1,698 |
Median incremental investment | $803.40 | $1,009.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,539.79 | $2,346.39 |
Average age group | > 35 | > 35 |
Key Summary
INES | VHY | |
|---|---|---|
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. | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | |
Top 3 countries | Australia (99.89 %) China (0.11 %) | |
Management fee | 0.97 % | 0.25 % |
Key Summary
INES | VHY | |
|---|---|---|
Issuer | Intelligent Investor | Vanguard |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.25 % |
Price | $3.67 | $75.69 |
Size | $76.862 million | N/A |
10Y return | N/A | 14.15 % |
Annual dividend/ distribution yield (5Y) | 4.41 % | 7.50 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | VHY | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 20 | 1,698 |
Median incremental investment | $803.40 | $1,009.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,539.79 | $2,346.39 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | VHY | |
|---|---|---|
Pros |
| |
Cons |
|
INES | VHY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |