Compare AU
Compare MVB vs. WXOZ
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 SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVB | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 12 |
Median incremental investment | $746.50 | $993.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,712.68 | $2,329.92 |
Average age group | > 35 | > 35 |
Key Summary
MVB | WXOZ | |
|---|---|---|
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. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 439.48m in AUM and 783 holdings. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs. |
Top 3 holdings | ANZ Group Holdings Ltd (20.31 %) Westpac Banking Corp (20.21 %) Commonwealth Bank of Australia (20.02 %) | Apple Inc (5.71 %) Microsoft Corp (4.27 %) NVIDIA Corp (4.17 %) |
Top 3 industries | Financials (99.97 %) Other (0.13 %) | Information Technology (57.84 %) Communication Services (15.25 %) Consumer Discretionary (7.04 %) |
Top 3 countries | Australia (100.00 %) | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) |
Management fee | 0.28 % | 0.07 % |
Key Summary
MVB | WXOZ | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MVIS Australia Banks Index - AUD | S&P Developed ex Australia LargeMidCap AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.07 % |
Price | $35.73 | $48.54 |
Size | $213.950 million | $433.244 million |
10Y return | 21.00 % | 96.44 % |
Annual distribution yield (5Y) | 6.04 % | 5.73 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 12 |
Median incremental investment | $746.50 | $993.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,712.68 | $2,329.92 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | WXOZ | |
|---|---|---|
Pros |
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Cons |
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MVB | WXOZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |