Compare AU

Compare MVA vs. VDGR

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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVA

VDGR

Popularity

Low

Low

Pearlers invested

82

107

Median incremental investment

$600.00

$1,052.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,256.66

$3,240.54

Average age group

> 35

> 35


Key Summary

MVA

VDGR

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.

VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax

Top 3 holdings

Goodman Group (11.38 %)

Scentre Group (10.37 %)

Stockland Corp Ltd (10.17 %)

BHP Group Ltd. (3.01 %)

Commonwealth Bank of Australia (2.40 %)

CSL Ltd. (1.89 %)

Top 3 industries

Real Estate (100.00 %)

Other (31.32 %)

Financials (13.67 %)

Information Technology (9.13 %)

Top 3 countries

Australia (100.00 %)

United States (39.83 %)

Australia (38.22 %)

Japan (3.61 %)

Management fee

0.35 %

0.27 %


Key Summary

MVA

VDGR

Issuer

VanEck

Vanguard

Tracking index

MVIS Australia A-REITs Index - AUD

28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark

Asset class

ETF

ETF

Management fee

0.35 %

0.27 %

Price

$22.68

$63.54

Size

$576.726 million

$1.222 million

10Y return

31.78 %

N/A

Annual distribution yield (5Y)

4.91 %

5.01 %

Market

ASX

ASX

First listed date

16/10/2013

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

MVA

VDGR

Popularity

Low

Low

Pearlers invested

82

107

Median incremental investment

$600.00

$1,052.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,256.66

$3,240.54

Average age group

> 35

> 35


Pros and Cons

MVA

VDGR

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

MVA

VDGR

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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