Compare AU

Compare MVA vs. IUSG

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

Aussie Large-Cap Property

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 Aussie Large-Cap Property (MVA) and the iShares U.S. Treasury Bond (Aud Hedged) ETF (IUSG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVA

IUSG

Popularity

Low

N/A

Pearlers invested

82

0

Median incremental investment

$600.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,259.65

$0

Average age group

> 35

N/A


Key Summary

MVA

IUSG

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.

IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index

Top 3 holdings

Goodman Group (11.38 %)

Scentre Group (10.37 %)

Stockland Corp Ltd (10.17 %)

iShares $ Treasury Bond ETF AUD H Dist (100.00 %)

Top 3 industries

Real Estate (100.00 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.35 %

0.26 %


Key Summary

MVA

IUSG

Issuer

VanEck

iShares

Tracking index

MVIS Australia A-REITs Index - AUD

ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.35 %

0.26 %

Price

$22.68

$101.38

Size

$613.352 million

$6.532 million

10Y return

31.78 %

N/A

Annual distribution yield (5Y)

4.91 %

0.67 %

Market

ASX

ASX

First listed date

16/10/2013

21/09/2023

Purchase fee

$6.50

$6.50


Community Stats

MVA

IUSG

Popularity

Low

N/A

Pearlers invested

82

0

Median incremental investment

$600.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,259.65

$0

Average age group

> 35

N/A


Pros and Cons

MVA

IUSG

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

MVA

IUSG

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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