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Compare AU
Compare INES vs. WVOL
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 iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 5 |
Median incremental investment | $605.31 | $3,169.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,423.82 | $6,639.92 |
Average age group | > 35 | > 35 |
Key Summary
INES | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 77.96m in AUM and 406 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Visa Inc Class A (7.24 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.84 %) CAR Group Ltd (5.48 %) | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) |
Management fee | 0.97 % | 0.3 % |
Key Summary
INES | WVOL | |
|---|---|---|
Issuer | Intelligent Investor | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.3 % |
Price | $3.31 | $46.76 |
Size | $62.914 million | $77.688 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.93 % | 2.75 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 5 |
Median incremental investment | $605.31 | $3,169.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,423.82 | $6,639.92 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | WVOL | |
|---|---|---|
Pros |
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Cons |
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INES | WVOL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |