Compare AU
Compare MVB vs. BANK
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MVB and BANK. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVB | BANK | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 109 | 15 |
Median incremental investment | $743.04 | $995.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,800.45 | $1,002.00 |
Average age group | > 35 | > 35 |
Key Summary
MVB | BANK | |
---|---|---|
Strategy | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. | BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index. |
Top 3 holdings | National Australia Bank Ltd (20.17 %) Westpac Banking Corp (20.06 %) ANZ Group Holdings Ltd (19.62 %) | Global X Australian Bank Credit ETF (100 %) |
Top 3 industries | Financials (99.99 %) Other (0.13 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.28 % | 0.25 % |
Key Summary
MVB | BANK | |
---|---|---|
Issuer | VanEck | Global X |
Tracking index | MVIS Australia Banks Index - AUD | Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.25 % |
Price | $40.62 | $10.01 |
Size | $222.676 million | $41.258 million |
10Y return | 39.64 % | N/A |
Annual distribution/βdividend yield (5Y) | 6.04 % | 0.62 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | BANK | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 109 | 15 |
Median incremental investment | $743.04 | $995.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,800.45 | $1,002.00 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | BANK | |
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Pros |
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Cons |
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MVB | BANK |
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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 |