Compare AU
Compare MVB vs. MSTR
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 Morningstar International Shares Active ETF (Managed Fund) (MSTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 108 | 1 |
Median incremental investment | $746.50 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,627.94 | $2,116.80 |
Average age group | > 35 | > 35 |
Key Summary
MVB | MSTR | |
|---|---|---|
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. | MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares |
Top 3 holdings | ANZ Group Holdings Ltd (20.31 %) Westpac Banking Corp (20.21 %) Commonwealth Bank of Australia (20.02 %) | Chunghwa Telecom Co Ltd (3.04 %) Illinois Tool Works Inc (2.43 %) Visa Inc Class A (2.31 %) |
Top 3 industries | Financials (99.97 %) Other (0.13 %) | Industrials (35.41 %) Communication Services (25.20 %) Information Technology (21.36 %) |
Top 3 countries | Australia (100.00 %) | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) |
Management fee | 0.28 % | 0.39 % |
Key Summary
MVB | MSTR | |
|---|---|---|
Issuer | VanEck | Morningstar |
Tracking index | MVIS Australia Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.39 % |
Price | $35.48 | $9.45 |
Size | $213.950 million | N/A |
10Y return | 17.76 % | N/A |
Annual distribution yield (5Y) | 6.04 % | 7.65 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 108 | 1 |
Median incremental investment | $746.50 | $505.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,627.94 | $2,116.80 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | MSTR | |
|---|---|---|
Pros |
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Cons |
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MVB | MSTR |
|---|---|
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 |