Compare AU
Compare MVB vs. DGGF
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 Banks (MVB) and the BetaShares Ethical Diversified Growth ETF (DGGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | DGGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 25 |
Median incremental investment | $710.00 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,821.72 | $2,610.00 |
Average age group | > 35 | > 35 |
Key Summary
MVB | DGGF | |
|---|---|---|
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. | DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations |
Top 3 holdings | Commonwealth Bank of Australia (21.40 %) Westpac Banking Corp (19.94 %) National Australia Bank Ltd (19.54 %) | BETASHARES SUSTAINABILITY LEAD (30.71 %) BETASHARES GLOBAL SUSTAINABILI (30.15 %) BETASHARES AUSTRALIAN SUSTAINA (25.95 %) |
Top 3 industries | Financials (99.87 %) Other (0.13 %) | Other (99.70 %) Communication Services (0.30 %) |
Top 3 countries | Australia (100.00 %) | United States (49.43 %) Australia (33.86 %) Japan (4.93 %) |
Management fee | 0.28 % | 0.26 % |
Key Summary
MVB | DGGF | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.26 % |
Price | $38.73 | $28.98 |
Size | $232.561 million | $49.953 million |
10Y return | 49.77 % | N/A |
Annual distribution yield (5Y) | 6.55 % | 4.05 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 09/12/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | DGGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 25 |
Median incremental investment | $710.00 | $990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,821.72 | $2,610.00 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | DGGF | |
|---|---|---|
Pros |
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Cons |
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MVB | DGGF |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |