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Compare MFOA vs. INES
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 Milford Australian Absolute Growth Complex ETF (MFOA) and the Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MFOA | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 17 |
Median incremental investment | $693.50 | $605.31 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,478.46 | $5,055.42 |
Average age group | 26 - 35 | > 35 |
Key Summary
MFOA | INES | |
|---|---|---|
Strategy | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). | 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. |
Top 3 holdings | ANZ Group Holdings Ltd (3.43 %) National Australia Bank Ltd (3.19 %) Westpac Banking Corp (3.16 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | Australia (83.13 %) United States (9.91 %) New Zealand (4.73 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0 % | 0.97 % |
Key Summary
MFOA | INES | |
|---|---|---|
Issuer | Milford | Intelligent Investor |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.97 % |
Price | $11.41 | $3.27 |
Size | N/A | $66.459 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.09 % | 3.86 % |
Market | ASX | ASX |
First listed date | 15/01/2023 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MFOA | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 17 |
Median incremental investment | $693.50 | $605.31 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,478.46 | $5,055.42 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
MFOA | INES | |
|---|---|---|
Pros |
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Cons |
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MFOA | INES |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |