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Compare MVB vs. GIVE
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 Perpetual Esg Australian Share Active ETF (GIVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 158 | 2 |
Median incremental investment | $793.50 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,134.86 | $4,029.90 |
Average age group | > 35 | > 35 |
Key Summary
MVB | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | National Australia Bank Ltd (20.11 %) ANZ Group Holdings Ltd (19.98 %) Westpac Banking Corp (19.95 %) | Deterra Royalties Ltd Ordinary Shares (6.96 %) Reliance Worldwide Corp Ltd (6.34 %) GPT Group (5.94 %) |
Top 3 industries | Financials (99.99 %) Other (0.10 %) | Materials (23.95 %) Industrials (22.54 %) Financials (16.85 %) |
Top 3 countries | Australia (100.00 %) | Australia (79.03 %) United States (9.28 %) United Kingdom of Great Britain and Northern Ireland (7.83 %) |
Management fee | 0.28 % | 0.65 % |
Key Summary
MVB | GIVE | |
|---|---|---|
Issuer | VanEck | Perpetual |
Tracking index | MVIS Australia Banks Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.65 % |
Price | $41.86 | $3.03 |
Size | $267.651 million | N/A |
10Y return | 72.12 % | N/A |
Annual distribution yield (5Y) | 4.41 % | 9.52 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 158 | 2 |
Median incremental investment | $793.50 | $768.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,134.86 | $4,029.90 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | GIVE | |
|---|---|---|
Pros |
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Cons |
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MVB | GIVE |
|---|---|
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 |