Compare AU

Compare MVB vs. IUSG

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aussie Large-Cap Banks

ASX

Buy

Buy

Overview
Performance

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 iShares U.S. Treasury Bond (Aud Hedged) ETF (IUSG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVB

IUSG

Popularity

Low

N/A

Pearlers invested

101

0

Median incremental investment

$710.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,820.31

$0

Average age group

> 35

N/A


Key Summary

MVB

IUSG

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.

IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index

Top 3 holdings

Commonwealth Bank of Australia (21.40 %)

Westpac Banking Corp (19.94 %)

National Australia Bank Ltd (19.54 %)

iShares $ Treasury Bond ETF AUD H Dist (100.00 %)

Top 3 industries

Financials (99.87 %)

Other (0.13 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.28 %

0.26 %


Key Summary

MVB

IUSG

Issuer

VanEck

iShares

Tracking index

MVIS Australia Banks Index - AUD

ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.28 %

0.26 %

Price

$38.80

$101.38

Size

$232.561 million

$6.532 million

10Y return

53.42 %

N/A

Annual distribution yield (5Y)

6.55 %

0.67 %

Market

ASX

ASX

First listed date

16/10/2013

21/09/2023

Purchase fee

$6.50

$6.50


Community Stats

MVB

IUSG

Popularity

Low

N/A

Pearlers invested

101

0

Median incremental investment

$710.00

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,820.31

$0

Average age group

> 35

N/A


Pros and Cons

MVB

IUSG

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

MVB

IUSG

Higher exposure to AU market

Lower exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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