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Compare MVB vs. INCM
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 S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 172 | 116 |
Median incremental investment | $764.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,167.76 | $1,397.90 |
Average age group | > 35 | > 35 |
Key Summary
MVB | INCM | |
|---|---|---|
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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | National Australia Bank Ltd (20.59 %) Commonwealth Bank of Australia (20.13 %) ANZ Group Holdings Ltd (19.59 %) | MSCI WORLD INDEX SEP26 (0 %) KRW - KOREAN WON (0 %) APPLE INC (6.63 %) |
Top 3 industries | Financials (99.99 %) Other (0.10 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | Australia (100.00 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.28 % | 0.45 % |
Key Summary
MVB | INCM | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Banks Index - AUD | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.45 % |
Price | $44.24 | $19.97 |
Size | $304.670 million | $97.461 million |
10Y return | 80.57 % | N/A |
Annual distribution yield (5Y) | 4.50 % | 4.57 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 172 | 116 |
Median incremental investment | $764.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,167.76 | $1,397.90 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | INCM | |
|---|---|---|
Pros |
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Cons |
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MVB | INCM |
|---|---|
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 |