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Compare IXI vs. MVE
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 Global Consumer Staples ETF (IXI) and the VanEck S&P/ASX Midcap ETF (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IXI | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 45 |
Median incremental investment | $996.75 | $809.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,212.43 | $3,922.83 |
Average age group | > 35 | > 35 |
Key Summary
IXI | MVE | |
|---|---|---|
Strategy | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | ISHARES GLOBAL CONSUMER STAPLES ET (99.96 %) AUD CASH (0.03 %) USD CASH (0.00 %) | Washington H Soul Pattinson and Co Ltd (3.92 %) Lynas Rare Earths Ltd (3.67 %) ALS Ltd (3.26 %) |
Top 3 industries | Other (99.92 %) Communication Services (0.08 %) | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) |
Top 3 countries | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) |
Management fee | 0.4 % | 0.45 % |
Key Summary
IXI | MVE | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | S&P Global 1200 / Consumer Staples -SEC | S&P/ASX Midcap 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.45 % |
Price | $98.33 | $45.09 |
Size | $134.825 million | $443.386 million |
10Y return | 54.21 % | 143.20 % |
Annual distribution yield (5Y) | 2.19 % | 2.77 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXI | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 45 |
Median incremental investment | $996.75 | $809.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,212.43 | $3,922.83 |
Average age group | > 35 | > 35 |
Pros and Cons
IXI | MVE | |
|---|---|---|
Pros |
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Cons |
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IXI | MVE |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |