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Compare VTS 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 US Total Market Shares Index ETF (VTS) 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
VTS | INES | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,418 | 18 |
Median incremental investment | $1,300.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,809.87 | $4,368.65 |
Average age group | > 35 | > 35 |
Key Summary
VTS | INES | |
|---|---|---|
Strategy | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. | 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. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) | Visa Inc Class A (5.96 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.63 %) Constellation Software Inc (5.59 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (99.42 %) Switzerland (0.22 %) Canada (0.10 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0.03 % | 0.97 % |
Key Summary
VTS | INES | |
|---|---|---|
Issuer | Vanguard | Intelligent Investor |
Tracking index | CRSP U.S. Total Market Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.03 % | 0.97 % |
Price | $526.75 | $3.41 |
Size | $638.541 billion | $64.329 million |
10Y return | 266.28 % | N/A |
Annual distribution yield (5Y) | 1.16 % | 3.86 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VTS | INES | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,418 | 18 |
Median incremental investment | $1,300.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,809.87 | $4,368.65 |
Average age group | > 35 | > 35 |
Pros and Cons
VTS | INES | |
|---|---|---|
Pros |
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Cons |
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VTS | INES |
|---|---|
Lower exposure to AU market | Higher 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 |