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Compare MTUM vs. VNGS
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 Betashares Australian Momentum ETF (MTUM) and the Vaughan Nelson Glb Equity Smid Fund - Active ETF (VNGS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MTUM | VNGS | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 4 | 0 |
Median incremental investment | $400.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,304.49 | $0 |
Average age group | > 35 | N/A |
Key Summary
MTUM | VNGS | |
|---|---|---|
Strategy | N/A | VNGS.AX was created on 2022-06-01 by Vaughan. The fund's investment portfolio concentrates primarily on extended market equity. The Fund aims to outperform the MSCI ACWI SMID Cap Index (after fees and expenses and before taxes) on a rolling five-year basis. |
Top 3 holdings | SPI 200 FUTURES MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (9.96 %) WESTPAC BANKING CORP (9.95 %) | Wise PLC Class A (3.17 %) Element Solutions Inc (2.96 %) Scout24 SE (2.83 %) |
Top 3 industries | Financials (42.68 %) Consumer Discretionary (14.34 %) Industrials (11.79 %) | Industrials (33.97 %) Financials (19.54 %) Other (19.14 %) |
Top 3 countries | United States (58.61 %) United Kingdom of Great Britain and Northern Ireland (11.67 %) Japan (4.24 %) | |
Management fee | 0 % | 1.12 % |
Key Summary
MTUM | VNGS | |
|---|---|---|
Issuer | Vaughan | |
Tracking index | MSCI ACWI SMID Cap Index | |
Asset class | Stock | ETF |
Management fee | 0 % | 1.12 % |
Price | $28.61 | $3.34 |
Size | N/A | $31.727 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.91 % | 1.13 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 31/05/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | VNGS | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 4 | 0 |
Median incremental investment | $400.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,304.49 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MTUM | VNGS | |
|---|---|---|
Pros |
| |
Cons |
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MTUM | VNGS |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |