Compare AU
Compare MVB vs. IHVV
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 US 500 (AUD Hedged) (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 164 |
Median incremental investment | $710.00 | $1,498.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,823.60 | $3,447.20 |
Average age group | > 35 | > 35 |
Key Summary
MVB | IHVV | |
|---|---|---|
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. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | Commonwealth Bank of Australia (21.40 %) Westpac Banking Corp (19.94 %) National Australia Bank Ltd (19.54 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Financials (99.87 %) Other (0.13 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (100.00 %) | United States (94.52 %) |
Management fee | 0.28 % | 0.1 % |
Key Summary
MVB | IHVV | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Banks Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.1 % |
Price | $38.80 | $55.60 |
Size | $232.561 million | $2.040 billion |
10Y return | 53.42 % | N/A |
Annual distribution yield (5Y) | 6.55 % | 51.08 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 164 |
Median incremental investment | $710.00 | $1,498.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,823.60 | $3,447.20 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | IHVV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MVB | IHVV |
|---|---|
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 |