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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the VanEck Australian Long Short Complex ETF (ALFA) 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
ALFA | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 11 |
Median incremental investment | $996.75 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,805.76 | $1,541.28 |
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 ETF currently has 195.27m in AUM and 62 holdings. 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 | IGO Ltd (3.93 %) Kingsgate Consolidated Ltd (3.87 %) MA Financial Group Ltd (3.55 %) | Macmahon Holdings Ltd (2.14 %) Elsight Ltd (2.01 %) Tasmea Ltd Ordinary Fully Paid (1.96 %) |
Top 3 industries | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) | |
Top 3 countries | Australia (100.00 %) | Australia (98.81 %) New Zealand (1.19 %) |
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 | $23.94 | $20.43 |
Size | $29.826 million | $202.037 million |
10Y return | N/A | 25.26 % |
Annual distribution yield (5Y) | 0.51 % | 3.80 % |
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 | 16 | 11 |
Median incremental investment | $996.75 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,805.76 | $1,541.28 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | MVS | |
|---|---|---|
Pros |
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Cons |
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ALFA | MVS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |