Compare AU
Compare MVB vs. IHD
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 S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | IHD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 27 |
Median incremental investment | $710.00 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,820.31 | $1,343.20 |
Average age group | > 35 | > 35 |
Key Summary
MVB | IHD | |
---|---|---|
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. | IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations |
Top 3 holdings | Commonwealth Bank of Australia (21.40 %) Westpac Banking Corp (19.94 %) National Australia Bank Ltd (19.54 %) | RIO TINTO LTD (9.87 %) FORTESCUE LTD (8.72 %) WESTPAC BANKING CORPORATION CORP (8.18 %) |
Top 3 industries | Financials (99.87 %) Other (0.13 %) | Financials (42.51 %) Materials (22.84 %) Industrials (13.44 %) |
Top 3 countries | Australia (100.00 %) | Australia (99.25 %) New Zealand (0.75 %) |
Management fee | 0.28 % | 0.23 % |
Key Summary
MVB | IHD | |
---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Banks Index - AUD | S&P/ASX Dividend Opportunities Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.23 % |
Price | $38.73 | $14.60 |
Size | $232.561 million | $313.421 million |
10Y return | 53.14 % | 3.69 % |
Annual distribution yield (5Y) | 6.55 % | 7.42 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | IHD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 27 |
Median incremental investment | $710.00 | $644.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,820.31 | $1,343.20 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | IHD | |
---|---|---|
Pros |
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Cons |
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MVB | IHD |
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Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |