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Compare WXHG 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 State Street SPDR S&P World Ex Aus Carbon Aware (Hedged) ETF (WXHG) 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
WXHG | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 17 |
Median incremental investment | $688.05 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,363.25 | $5,256.40 |
Average age group | > 35 | > 35 |
Key Summary
WXHG | INES | |
|---|---|---|
Strategy | WXHG.AX was created on 2013-07-08 by State Street . The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia Carbon Aware (Hedged) ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware AUD Hedged Index. | 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 | Stt Strt SPDR S&P World ex AusCrbAwrETF (99.87 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | United States (65.09 %) Japan (8.74 %) United Kingdom of Great Britain and Northern Ireland (4.66 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0.1 % | 0.97 % |
Key Summary
WXHG | INES | |
|---|---|---|
Issuer | State Street | Intelligent Investor |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.97 % |
Price | $28.15 | $3.40 |
Size | $360.969 million | $66.459 million |
10Y return | 60.95 % | N/A |
Annual distribution yield (5Y) | 9.66 % | 3.86 % |
Market | ASX | ASX |
First listed date | 09/07/2013 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXHG | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 17 |
Median incremental investment | $688.05 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,363.25 | $5,256.40 |
Average age group | > 35 | > 35 |
Pros and Cons
WXHG | INES | |
|---|---|---|
Pros |
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Cons |
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WXHG | 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 |
Higher distribution yield | Lower distribution yield |