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Compare MVB vs. VEFI
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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 168 | 14 |
Median incremental investment | $778.06 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,153.89 | $6,043.80 |
Average age group | > 35 | > 35 |
Key Summary
MVB | VEFI | |
|---|---|---|
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. | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | National Australia Bank Ltd (20.98 %) Commonwealth Bank of Australia (20.41 %) ANZ Group Holdings Ltd (20.17 %) | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) |
Top 3 industries | Financials (99.99 %) Other (0.10 %) | Financials (0.00 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.28 % | 0.26 % |
Key Summary
MVB | VEFI | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | MVIS Australia Banks Index - AUD | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.26 % |
Price | $44.41 | $43.17 |
Size | $303.699 million | $4.336 million |
10Y return | 81.49 % | N/A |
Annual distribution yield (5Y) | 4.41 % | 3.30 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 13/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | VEFI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 168 | 14 |
Median incremental investment | $778.06 | $1,516.98 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,153.89 | $6,043.80 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | VEFI | |
|---|---|---|
Pros |
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Cons |
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MVB | VEFI |
|---|---|
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 |