Compare AU
Compare ATEC 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 S&P/ASX Australian Technology ETF (ATEC) 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
ATEC | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 135 | 9 |
Median incremental investment | $886.12 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,068.44 | $924.60 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | MVS | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 258.82m in AUM and 41 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses. | 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 | XERO LTD (10.58 %) WISETECH GLOBAL LTD (9.66 %) CARSALES.COM LTD (9.60 %) | Zip Co Ltd (2.41 %) Pinnacle Investment Management Group Ltd (2.40 %) HUB24 Ltd (2.18 %) |
Top 3 industries | Information Technology (55.89 %) Communication Services (24.56 %) Industrials (9.55 %) | Financials (61.58 %) Industrials (10.22 %) Real Estate (9.71 %) |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | Australia (99.99 %) |
Management fee | 0.48 % | 0.49 % |
Key Summary
ATEC | MVS | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | S&P/ASX All Technology Index - AUD | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.49 % |
Price | $31.34 | $20.10 |
Size | $298.150 million | $86.589 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.44 % | 4.91 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 135 | 9 |
Median incremental investment | $886.12 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,068.44 | $924.60 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | MVS | |
|---|---|---|
Pros |
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Cons |
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ATEC | MVS |
|---|---|
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 |