Compare AU
Compare GROW 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, shares and ETFs are a popular choice. Two options in the ASX are GROW and MVS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GROW | MVS | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 9 |
Median incremental investment | $0 | $830.57 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $905.28 |
Average age group | N/A | > 35 |
Key Summary
GROW | MVS | |
|---|---|---|
Strategy | GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim | 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 | Schroder Real Return (Managed Fund) (100 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Financials (51.84 %) Materials (19.28 %) Industrials (9.86 %) | |
Top 3 countries | United States (51.79 %) Australia (19.91 %) Japan (8.50 %) | Australia (99.99 %) |
Management fee | 0.84 % | 0.49 % |
Key Summary
GROW | MVS | |
|---|---|---|
Issuer | Schroder | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.84 % | 0.49 % |
Price | $3.85 | $19.68 |
Size | $56.823 million | $86.589 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.83 % | 4.91 % |
Market | ASX | ASX |
First listed date | 16/08/2016 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GROW | MVS | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 9 |
Median incremental investment | $0 | $830.57 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $905.28 |
Average age group | N/A | > 35 |
Pros and Cons
GROW | MVS | |
|---|---|---|
Pros |
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Cons |
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GROW | 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 |