Compare AU
Compare FUTR 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 Janus Henderson Global Sustainable Eq Active ETF (FUTR) 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
FUTR | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 9 |
Median incremental investment | $503.39 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,465.32 | $896.08 |
Average age group | > 35 | > 35 |
Key Summary
FUTR | MVS | |
|---|---|---|
Strategy | FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods | 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 | Microsoft Corp (5.66 %) NVIDIA Corp (4.22 %) Schneider Electric SE (3.33 %) | Pinnacle Investment Management Group Ltd (2.29 %) Perenti Ltd (2.29 %) Gold Road Resources Ltd (2.11 %) |
Top 3 industries | Industrials (35.37 %) Information Technology (30.29 %) Financials (17.04 %) | Financials (60.72 %) Materials (29.97 %) Industrials (9.86 %) |
Top 3 countries | United States (63.63 %) France (7.69 %) Canada (6.06 %) | Australia (99.99 %) |
Management fee | 0.8 % | 0.49 % |
Key Summary
FUTR | MVS | |
|---|---|---|
Issuer | Janus Henderson | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.49 % |
Price | $35.99 | $19.48 |
Size | N/A | $165.751 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.42 % | 4.91 % |
Market | ASX | ASX |
First listed date | 21/09/2021 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUTR | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 9 |
Median incremental investment | $503.39 | $993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,465.32 | $896.08 |
Average age group | > 35 | > 35 |
Pros and Cons
FUTR | MVS | |
|---|---|---|
Pros |
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Cons |
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FUTR | 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 |