Compare AU
Compare MVA vs. IGB
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 Aussie Large-Cap Property (MVA) and the Bloomberg AusBond Treasury (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVA | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 4 |
Median incremental investment | $600.00 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,256.66 | $1,863.90 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVA | IGB | |
|---|---|---|
Strategy | MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. 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 the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Goodman Group (11.38 %) Scentre Group (10.37 %) Stockland Corp Ltd (10.17 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Real Estate (100.00 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.35 % | 0.26 % |
Key Summary
MVA | IGB | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia A-REITs Index - AUD | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.26 % |
Price | $22.68 | $98.10 |
Size | $576.726 million | $372.991 million |
10Y return | 31.78 % | -7.28 % |
Annual distribution yield (5Y) | 4.91 % | 1.75 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVA | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 4 |
Median incremental investment | $600.00 | $829.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,256.66 | $1,863.90 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVA | IGB | |
|---|---|---|
Pros |
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Cons |
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MVA | IGB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |