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Compare MVS 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 VanEck Small Companies Masters ETF (MVS) 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
MVS | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 18 |
Median incremental investment | $1,000.00 | $704.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,712.28 | $4,523.75 |
Average age group | > 35 | > 35 |
Key Summary
MVS | INES | |
|---|---|---|
Strategy | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. | 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 | Kingsgate Consolidated Ltd (3.61 %) Westgold Resources Ltd (3.00 %) Emerald Resources NL (2.86 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | Australia (98.81 %) New Zealand (1.19 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0.49 % | 0.97 % |
Key Summary
MVS | INES | |
|---|---|---|
Issuer | VanEck | Intelligent Investor |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.97 % |
Price | $22.65 | $3.49 |
Size | $215.895 million | $69.975 million |
10Y return | 53.87 % | N/A |
Annual distribution yield (5Y) | 3.80 % | 3.86 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 18 |
Median incremental investment | $1,000.00 | $704.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,712.28 | $4,523.75 |
Average age group | > 35 | > 35 |
Pros and Cons
MVS | INES | |
|---|---|---|
Pros |
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Cons |
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MVS | 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 |