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Compare AU
Compare DVDY vs. MTUM
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 Morningstar Australian Moat Income ETF (DVDY) and the Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DVDY | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 12 |
Median incremental investment | $655.56 | $633.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $904.50 | $1,545.08 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | MTUM | |
|---|---|---|
Strategy | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | N/A |
Top 3 holdings | Macquarie Group Ltd (5.21 %) Woolworths Group Ltd (4.92 %) APA Group (4.78 %) | ANZ GROUP HOLDINGS LTD (7.49 %) WESTPAC BANKING CORP (7.37 %) TELSTRA GROUP LTD (6.48 %) |
Top 3 industries | Consumer Discretionary (29.55 %) Financials (20.59 %) Health Care (19.39 %) | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.35 % | 0 % |
Key Summary
DVDY | MTUM | |
|---|---|---|
Issuer | VanEck | |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.35 % | 0 % |
Price | $20.10 | $28.35 |
Size | $30.830 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.44 % | 1.19 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 12 |
Median incremental investment | $655.56 | $633.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $904.50 | $1,545.08 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | MTUM | |
|---|---|---|
Pros |
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Cons |
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DVDY | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |