Compare AU
Compare MVB vs. GEAR
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 VanEck Australian Banks ETF (MVB) and the BetaShares Geared Australian Equity Fund (Hedge Fund) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | GEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 193 |
Median incremental investment | $710.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,872.01 | $2,281.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVB | GEAR | |
---|---|---|
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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 430.08m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | Commonwealth Bank of Australia (20.42 %) ANZ Group Holdings Ltd (20.11 %) National Australia Bank Ltd (20.05 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Financials (99.87 %) Other (0.13 %) | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) |
Top 3 countries | Australia (100.00 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.28 % | 0.8 % |
Key Summary
MVB | GEAR | |
---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.8 % |
Price | $39.83 | $33.55 |
Size | $232.561 million | $459.370 million |
10Y return | 50.08 % | 69.70 % |
Annual distribution yield (5Y) | 6.40 % | 9.20 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | GEAR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 193 |
Median incremental investment | $710.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,872.01 | $2,281.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVB | GEAR | |
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Pros |
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Cons |
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MVB | GEAR |
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Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |