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Compare IJH 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 iShares S&P Mid-Cap ETF (IJH) 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
IJH | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 11 |
Median incremental investment | $1,493.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,639.38 | $1,530.64 |
Average age group | > 35 | > 35 |
Key Summary
IJH | MVS | |
|---|---|---|
Strategy | IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. 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 midcapitalisation US equities. | 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 | ISHARES CORE S&P MID-CAP ETF (99.96 %) USD CASH (0.02 %) AUD CASH (0.02 %) | Zip Co Ltd (2.50 %) Tasmea Ltd Ordinary Fully Paid (2.35 %) Elsight Ltd (2.01 %) |
Top 3 industries | Other (99.67 %) Communication Services (0.00 %) | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) |
Top 3 countries | United States (97.51 %) United Kingdom of Great Britain and Northern Ireland (0.83 %) Mexico (0.71 %) | Australia (98.81 %) New Zealand (1.19 %) |
Management fee | 0.0007 % | 0.49 % |
Key Summary
IJH | MVS | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P MidCap 400 Index - AUD | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.0007 % | 0.49 % |
Price | $50.65 | $20.30 |
Size | $467.441 million | $198.272 million |
10Y return | 159.65 % | 17.54 % |
Annual distribution yield (5Y) | 1.19 % | 3.80 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJH | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 11 |
Median incremental investment | $1,493.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,639.38 | $1,530.64 |
Average age group | > 35 | > 35 |
Pros and Cons
IJH | MVS | |
|---|---|---|
Pros |
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Cons |
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IJH | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |