Compare AU

Compare IAF vs. MVA

Compare shares and ETFs on the ASX that you can trade on Pearler.

Bloomberg Aussie Bonds

ASX

Buy

Buy

Overview
Performance

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 Bloomberg Aussie Bonds (IAF) and the Aussie Large-Cap Property (MVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IAF

MVA

Popularity

Low

Low

Pearlers invested

502

82

Median incremental investment

$1,130.64

$600.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,695.58

$2,256.66

Average age group

> 35

> 35


Key Summary

IAF

MVA

Strategy

IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury,

MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index.

Top 3 holdings

AUSTRALIA (COMMONWEALTH OF) RegS (2.60 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %)

AUSTRALIA (COMMONWEALTH OF) RegS (2.54 %)

Goodman Group (11.38 %)

Scentre Group (10.37 %)

Stockland Corp Ltd (10.17 %)

Top 3 industries

Other (99.30 %)

Communication Services (0.26 %)

Financials (0.21 %)

Real Estate (100.00 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.15 %

0.35 %


Key Summary

IAF

MVA

Issuer

iShares

VanEck

Tracking index

Bloomberg AusBond Composite 0+ Yr Index - AUD

MVIS Australia A-REITs Index - AUD

Asset class

ETF

ETF

Management fee

0.15 %

0.35 %

Price

$101.72

$22.68

Size

$2.798 billion

$576.726 million

10Y return

-4.44 %

31.78 %

Annual distribution yield (5Y)

1.89 %

4.91 %

Market

ASX

ASX

First listed date

14/03/2012

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

IAF

MVA

Popularity

Low

Low

Pearlers invested

502

82

Median incremental investment

$1,130.64

$600.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,695.58

$2,256.66

Average age group

> 35

> 35


Pros and Cons

IAF

MVA

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

IAF

MVA

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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