Compare AU

Compare IXJ vs. MVS

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

S&P Global 1200 Healthcare

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 S&P Global 1200 Healthcare (IXJ) 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

IXJ

MVS

Popularity

Low

Low

Pearlers invested

241

9

Median incremental investment

$1,000.00

$830.57

Median investment frequency

Monthly

Monthly

Median total investment

$1,668.00

$905.28

Average age group

26 - 35

> 35


Key Summary

IXJ

MVS

Strategy

IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care 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 global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks

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

Eli Lilly and Company (8.25 %)

UnitedHealth Group Incorporated (5.81 %)

Johnson & Johnson (4.72 %)

Zip Co Ltd (2.44 %)

Pinnacle Investment Management Group Ltd (2.29 %)

HUB24 Ltd (2.13 %)

Top 3 industries

Other (99.98 %)

Communication Services (0.02 %)

Financials (51.84 %)

Materials (19.28 %)

Industrials (9.86 %)

Top 3 countries

United States (99.97 %)

Australia (99.99 %)

Management fee

0.46 %

0.49 %


Key Summary

IXJ

MVS

Issuer

iShares

VanEck

Tracking index

S&P Global 1200 Healthcare Sector Index - AUD

MVIS Australia Small-Cap Dividend Payers Index - AUD

Asset class

ETF

ETF

Management fee

0.46 %

0.49 %

Price

$139.00

$19.68

Size

$1.380 billion

$86.589 million

10Y return

126.37 %

N/A

Annual distribution yield (5Y)

1.26 %

4.91 %

Market

ASX

ASX

First listed date

11/03/2009

28/05/2015

Purchase fee

$6.50

$6.50


Community Stats

IXJ

MVS

Popularity

Low

Low

Pearlers invested

241

9

Median incremental investment

$1,000.00

$830.57

Median investment frequency

Monthly

Monthly

Median total investment

$1,668.00

$905.28

Average age group

26 - 35

> 35


Pros and Cons

IXJ

MVS

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

IXJ

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

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