Compare AU
Compare ALFA 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, shares and ETFs are a popular choice. Two options in the ASX are ALFA and MVS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 9 |
Median incremental investment | $1,008.50 | $996.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,242.70 | $877.68 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | MVS | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 | VanEck Australian Long Short Complex ETF (100 %) | Gold Road Resources Ltd (2.43 %) Ramelius Resources Ltd (2.30 %) Capricorn Metals Ltd (2.15 %) |
Top 3 industries | Materials (41.43 %) Industrials (39.19 %) Consumer Discretionary (19.76 %) | |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0.39 % | 0.49 % |
Key Summary
ALFA | MVS | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.49 % |
Price | $19.58 | $19.04 |
Size | $9.102 million | $157.549 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 4.86 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 9 |
Median incremental investment | $1,008.50 | $996.75 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,242.70 | $877.68 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | MVS | |
|---|---|---|
Pros |
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Cons |
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ALFA | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |