Compare AU
Compare IHD 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 S&P/ASX Aussie Dividend Opportunities (IHD) 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
IHD | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 9 |
Median incremental investment | $644.56 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,334.92 | $905.28 |
Average age group | > 35 | > 35 |
Key Summary
IHD | MVS | |
|---|---|---|
Strategy | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 317.01m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations | 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 | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) | Financials (50.33 %) Materials (30.57 %) Industrials (9.86 %) |
Top 3 countries | Australia (99.25 %) New Zealand (0.75 %) | Australia (99.99 %) |
Management fee | 0.23 % | 0.49 % |
Key Summary
IHD | MVS | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P/ASX Dividend Opportunities Index - AUD | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.23 % | 0.49 % |
Price | $14.51 | $19.68 |
Size | $315.264 million | $167.964 million |
10Y return | 3.05 % | N/A |
Annual distribution yield (5Y) | 7.42 % | 4.91 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHD | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 27 | 9 |
Median incremental investment | $644.56 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,334.92 | $905.28 |
Average age group | > 35 | > 35 |
Pros and Cons
IHD | MVS | |
|---|---|---|
Pros |
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Cons |
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IHD | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |