Compare AU
Compare MVA vs. OZF
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 SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVA | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 8 |
Median incremental investment | $600.00 | $523.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,256.66 | $1,013.95 |
Average age group | > 35 | > 35 |
Key Summary
MVA | OZF | |
|---|---|---|
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. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 35.89m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | Goodman Group (11.38 %) Scentre Group (10.37 %) Stockland Corp Ltd (10.17 %) | Commonwealth Bank of Australia (31.02 %) National Australia Bank Ltd (13.89 %) Westpac Banking Corp (13.22 %) |
Top 3 industries | Real Estate (100.00 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | Australia (100.00 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.35 % | 0.4 % |
Key Summary
MVA | OZF | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MVIS Australia A-REITs Index - AUD | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $22.68 | $28.97 |
Size | $613.352 million | $44.595 million |
10Y return | 31.78 % | 39.08 % |
Annual distribution yield (5Y) | 4.91 % | 5.17 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVA | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 8 |
Median incremental investment | $600.00 | $523.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,256.66 | $1,013.95 |
Average age group | > 35 | > 35 |
Pros and Cons
MVA | OZF | |
|---|---|---|
Pros |
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Cons |
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MVA | OZF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |