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Compare AU
Compare VESG 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 Vanguard Ethically Conscious International Shares Index ETF (VESG) 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
VESG | INES | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,587 | 20 |
Median incremental investment | $990.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,116.12 | $4,795.18 |
Average age group | 26 - 35 | > 35 |
Key Summary
VESG | INES | |
|---|---|---|
Strategy | VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes. | 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 | Apple Inc. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) |
Top 3 industries | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (73.33 %) Japan (6.63 %) Switzerland (2.90 %) | |
Management fee | 0.18 % | 0.97 % |
Key Summary
VESG | INES | |
|---|---|---|
Issuer | Vanguard | Intelligent Investor |
Tracking index | FTSE Developed ex Australia Choice Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.97 % |
Price | $110.54 | $3.68 |
Size | N/A | $78.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.60 % | 3.41 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VESG | INES | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,587 | 20 |
Median incremental investment | $990.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,116.12 | $4,795.18 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VESG | INES | |
|---|---|---|
Pros |
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Cons |
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VESG | INES |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |