Back
Compare AU
Compare MVB vs. IESG
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 iShares Core MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 171 | 74 |
Median incremental investment | $765.72 | $1,513.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,162.86 | $6,857.63 |
Average age group | > 35 | > 35 |
Key Summary
MVB | IESG | |
|---|---|---|
Strategy | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 293.42m in AUM and 8 holdings. 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. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 504.92m in AUM and 95 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | National Australia Bank Ltd (20.63 %) Commonwealth Bank of Australia (19.93 %) ANZ Group Holdings Ltd (19.73 %) | COMMONWEALTH BANK OF AUSTRALIA (14.17 %) MACQUARIE GROUP LTD DEF (8.38 %) WESFARMERS LTD (8.14 %) |
Top 3 industries | Financials (99.99 %) Other (0.10 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | Australia (100.00 %) | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) |
Management fee | 0.28 % | 0.01 % |
Key Summary
MVB | IESG | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Banks Index - AUD | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.01 % |
Price | $44.14 | $31.03 |
Size | $301.470 million | $509.512 million |
10Y return | 85.70 % | N/A |
Annual distribution yield (5Y) | 4.50 % | 2.42 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 171 | 74 |
Median incremental investment | $765.72 | $1,513.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,162.86 | $6,857.63 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | IESG | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MVB | IESG |
|---|---|
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 |