Compare AU

Compare MVB vs. WXOZ

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

VanEck Australian Banks ETF

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 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

11

Median incremental investment

$745.50

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,863.45

$2,588.76

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 436.68m in AUM and 782 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

National Australia Bank Ltd (20.17 %)

Westpac Banking Corp (20.06 %)

ANZ Group Holdings Ltd (19.62 %)

Apple Inc (5.39 %)

Microsoft Corp (4.38 %)

NVIDIA Corp (4.01 %)

Top 3 industries

Financials (99.99 %)

Other (0.13 %)

Information Technology (55.23 %)

Communication Services (16.25 %)

Consumer Discretionary (9.29 %)

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

$41.41

$50.76

Size

$231.899 million

$434.666 million

10Y return

39.66 %

105.92 %

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

11

Median incremental investment

$745.50

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,863.45

$2,588.76

Average age group

> 35

> 35


Pros and Cons

MVB

WXOZ

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

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

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