Compare AU

Compare MVE vs. INES

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck S&P/ASX Midcap ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MVE and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MVE

INES

Popularity

Low

Low

Pearlers invested

36

21

Median incremental investment

$669.89

$803.40

Median investment frequency

Monthly

Monthly

Median total investment

$3,029.40

$4,298.05

Average age group

> 35

> 35


Key Summary

MVE

INES

Strategy

MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100.

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

CAR Group Ltd (4.76 %)

REA Group Ltd (3.95 %)

Pro Medicus Ltd (3.58 %)

Intelligent Investor Ethical Share Fund (Managed Fund) (100 %)

Top 3 industries

Communication Services (26.20 %)

Materials (18.88 %)

Health Care (10.77 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.45 %

0.97 %


Key Summary

MVE

INES

Issuer

VanEck

Intelligent Investor

Tracking index

S&P/ASX Midcap 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.97 %

Price

$40.08

$3.40

Size

$320.026 million

$72.654 million

10Y return

54.81 %

N/A

Annual distribution/ dividend yield (5Y)

3.49 %

4.41 %

Market

ASX

ASX

First listed date

16/10/2013

12/06/2019

Purchase fee

$6.50

$6.50


Community Stats

MVE

INES

Popularity

Low

Low

Pearlers invested

36

21

Median incremental investment

$669.89

$803.40

Median investment frequency

Monthly

Monthly

Median total investment

$3,029.40

$4,298.05

Average age group

> 35

> 35


Pros and Cons

MVE

INES

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

MVE

INES

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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