Compare AU
Compare INES vs. WCMQ
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 WCMQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 1 |
Median incremental investment | $851.70 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,400.69 | $1,452.56 |
Average age group | > 35 | > 35 |
Key Summary
INES | WCMQ | |
|---|---|---|
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. | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | |
Top 3 countries | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) | |
Management fee | 0.97 % | 1.25 % |
Key Summary
INES | WCMQ | |
|---|---|---|
Issuer | Intelligent Investor | WCM |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.25 % |
Price | $3.43 | $10.84 |
Size | $74.418 million | $402.147 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 3.86 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 1 |
Median incremental investment | $851.70 | $1,006.22 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,400.69 | $1,452.56 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | WCMQ | |
|---|---|---|
Pros |
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Cons |
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INES | WCMQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |