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Compare WVOL 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 iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL) 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
WVOL | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 18 |
Median incremental investment | $3,169.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,478.04 | $4,316.90 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | INES | |
|---|---|---|
Strategy | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 73.73m in AUM and 405 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | 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 | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) | Visa Inc Class A (7.24 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.84 %) CAR Group Ltd (5.48 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0.3 % | 0.97 % |
Key Summary
WVOL | INES | |
|---|---|---|
Issuer | iShares | Intelligent Investor |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.97 % |
Price | $45.72 | $3.21 |
Size | $62.413 million | $60.150 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.75 % | 4.93 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 18 |
Median incremental investment | $3,169.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,478.04 | $4,316.90 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | INES | |
|---|---|---|
Pros |
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Cons |
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WVOL | 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 |