Compare AU
Compare IVV 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 US 500 (IVV) 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
IVV | MVS | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,531 | 9 |
Median incremental investment | $1,000.00 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.04 | $908.04 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | MVS | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (51.84 %) Materials (19.28 %) Industrials (9.86 %) |
Top 3 countries | United States (99.92 %) | Australia (99.99 %) |
Management fee | 0.04 % | 0.49 % |
Key Summary
IVV | MVS | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P 500 - AUD | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.49 % |
Price | $63.52 | $19.68 |
Size | $10.019 billion | $86.589 million |
10Y return | 287.25 % | N/A |
Annual distribution yield (5Y) | 13.82 % | 4.91 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | MVS | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,531 | 9 |
Median incremental investment | $1,000.00 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.04 | $908.04 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | MVS | |
|---|---|---|
Pros |
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Cons |
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IVV | 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 |