Compare AU
Compare MVB vs. PLUS
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 VanEck Australian Corporate Bond Plus ETF (PLUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 3 |
Median incremental investment | $747.00 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,668.50 | $13,346.28 |
Average age group | > 35 | > 35 |
Key Summary
MVB | PLUS | |
|---|---|---|
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. | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | ANZ Group Holdings Ltd (20.31 %) Westpac Banking Corp (20.21 %) Commonwealth Bank of Australia (20.02 %) | Telstra Group Ltd. (2.13 %) AusNet Services Holdings Pty Ltd. (1.70 %) Credit Agricole S.A. (1.69 %) |
Top 3 industries | Financials (99.97 %) Other (0.13 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.28 % | 0.32 % |
Key Summary
MVB | PLUS | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | MVIS Australia Banks Index - AUD | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.32 % |
Price | $35.50 | $16.98 |
Size | $213.950 million | $363.181 million |
10Y return | 20.22 % | N/A |
Annual distribution yield (5Y) | 6.04 % | 3.09 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 3 |
Median incremental investment | $747.00 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,668.50 | $13,346.28 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | PLUS | |
|---|---|---|
Pros |
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Cons |
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MVB | PLUS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |