Compare AU

Compare MVB vs. BEAR

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

Aussie Large-Cap Banks

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 Banks (MVB) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVB

BEAR

Popularity

Low

Low

Pearlers invested

101

3

Median incremental investment

$710.00

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$1,821.72

$2,255.52

Average age group

> 35

26 - 35


Key Summary

MVB

BEAR

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.

BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises).

Top 3 holdings

Commonwealth Bank of Australia (21.40 %)

Westpac Banking Corp (19.94 %)

National Australia Bank Ltd (19.54 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Top 3 industries

Financials (99.87 %)

Other (0.13 %)

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.28 %

1.38 %


Key Summary

MVB

BEAR

Issuer

VanEck

BetaShares

Tracking index

MVIS Australia Banks Index - AUD

Asset class

ETF

ETF

Management fee

0.28 %

1.38 %

Price

$38.76

$7.62

Size

$232.561 million

$42.599 million

10Y return

49.88 %

-58.86 %

Annual distribution yield (5Y)

6.55 %

0.28 %

Market

ASX

ASX

First listed date

16/10/2013

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

MVB

BEAR

Popularity

Low

Low

Pearlers invested

101

3

Median incremental investment

$710.00

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$1,821.72

$2,255.52

Average age group

> 35

26 - 35


Pros and Cons

MVB

BEAR

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MVB

BEAR

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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