Compare AU
Compare DRUG 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 Global Healthcare ETF - Currency Hedged (DRUG) and the Aussie Small-Cap Dividends (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DRUG | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 63 | 9 |
Median incremental investment | $967.00 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,882.65 | $908.04 |
Average age group | 26 - 35 | > 35 |
Key Summary
DRUG | MVS | |
|---|---|---|
Strategy | DRUG.AX was created on 2016-08-04 by BetaShares. The fund's investment portfolio concentrates primarily on health care equity. DRUG.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global healthcare companies (ex-Australia), hedged into Australian dollars. | 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 | CHF - SWISS FRANC (0 %) AUD - AUSTRALIA DOLLAR (0 %) DKK - DANISH KRONE (0 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Other (75.53 %) Communication Services (33.53 %) Health Care (24.47 %) | Financials (51.84 %) Materials (19.28 %) Industrials (9.86 %) |
Top 3 countries | United States (71.71 %) Switzerland (8.14 %) Denmark (6.30 %) | Australia (99.99 %) |
Management fee | 0.57 % | 0.49 % |
Key Summary
DRUG | MVS | |
|---|---|---|
Issuer | BetaShares | VanEck |
Tracking index | Nasdaq Global ex-Australia Healthcare Hedged AUD Index - AUD | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.49 % |
Price | $8.15 | $19.74 |
Size | $182.401 million | $86.589 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.90 % | 4.91 % |
Market | ASX | ASX |
First listed date | 08/08/2016 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DRUG | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 63 | 9 |
Median incremental investment | $967.00 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,882.65 | $908.04 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DRUG | MVS | |
|---|---|---|
Pros |
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Cons |
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DRUG | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |