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Compare 29BB vs. MVS
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 Betashares 2029 Fixed Term Corp Bond Active ETF (29BB) and the VanEck Small Companies Masters ETF (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
29BB | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 11 |
Median incremental investment | $10,000.00 | $1,050.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $25,910.30 | $6,785.90 |
Average age group | > 35 | > 35 |
Key Summary
29BB | MVS | |
|---|---|---|
Strategy | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive | 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. |
Top 3 holdings | BANCO SANTANDER SA 5.796% JAN-29 (3.84 %) NSW ELECTRICITY NETWORKS 2.732% APR-29 (3.54 %) OPTUS FINANCE PTY LTD 2.6% NOV-28 (3.02 %) | Tasmea Ltd Ordinary Fully Paid (3.53 %) Bravura Solutions Ltd (2.61 %) Zip Co Ltd (2.53 %) |
Top 3 industries | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) | |
Top 3 countries | Australia (98.81 %) New Zealand (1.19 %) | |
Management fee | 0 % | 0.49 % |
Key Summary
29BB | MVS | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.49 % |
Price | $24.70 | $21.89 |
Size | N/A | $188.446 million |
10Y return | N/A | 19.81 % |
Annual distribution yield (5Y) | 2.42 % | 3.76 % |
Market | ASX | ASX |
First listed date | 01/05/2025 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
29BB | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 11 |
Median incremental investment | $10,000.00 | $1,050.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $25,910.30 | $6,785.90 |
Average age group | > 35 | > 35 |
Pros and Cons
29BB | MVS | |
|---|---|---|
Pros |
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Cons |
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29BB | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |