Compare AU
Compare MVB vs. DVDY
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 Morningstar AUS Dividend Yield Focus ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 54 |
Median incremental investment | $710.00 | $637.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,821.72 | $1,639.58 |
Average age group | > 35 | > 35 |
Key Summary
MVB | DVDY | |
|---|---|---|
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. | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | Commonwealth Bank of Australia (21.40 %) Westpac Banking Corp (19.94 %) National Australia Bank Ltd (19.54 %) | Pinnacle Investment Management Group Ltd (6.79 %) Brambles Ltd (4.93 %) Ansell Ltd (4.90 %) |
Top 3 industries | Financials (99.87 %) Other (0.13 %) | Industrials (29.02 %) Financials (23.81 %) Consumer Discretionary (17.54 %) |
Top 3 countries | Australia (100.00 %) | Australia (100.00 %) |
Management fee | 0.28 % | 0.35 % |
Key Summary
MVB | DVDY | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | MVIS Australia Banks Index - AUD | Morningstar Australia Dividend Yield Focus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.35 % |
Price | $38.76 | $22.46 |
Size | $232.561 million | $67.940 million |
10Y return | 49.88 % | N/A |
Annual distribution yield (5Y) | 6.55 % | 4.42 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 54 |
Median incremental investment | $710.00 | $637.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,821.72 | $1,639.58 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | DVDY | |
|---|---|---|
Pros |
| |
Cons |
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MVB | DVDY |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |