Compare AU
Compare MVE vs. AEBD
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 S&P/ASX Midcap ETF (MVE) and the BetaShares Ethical Australian Composite Bond ETF (AEBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 1 |
Median incremental investment | $668.99 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,959.42 | $5,006.43 |
Average age group | > 35 | > 35 |
Key Summary
MVE | AEBD | |
|---|---|---|
Strategy | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | CAR Group Ltd (4.70 %) Pro Medicus Ltd (4.50 %) REA Group Ltd (4.00 %) | MANITOBA (PROVINCE OF) 4.85% AUG-34 (3.65 %) EUROPEAN INVESTMENT BANK 1.9% FEB-36 (3.44 %) INTER-AMERICAN DEVEL BK 1.0% AUG-28 (3.31 %) |
Top 3 industries | Communication Services (25.27 %) Information Technology (17.84 %) Materials (17.13 %) | |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | |
Management fee | 0.45 % | 0 % |
Key Summary
MVE | AEBD | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | S&P/ASX Midcap 50 Index - AUD | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0 % |
Price | $40.54 | $50.57 |
Size | $318.601 million | N/A |
10Y return | 101.39 % | N/A |
Annual distribution yield (5Y) | 3.49 % | 0.05 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 1 |
Median incremental investment | $668.99 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,959.42 | $5,006.43 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | AEBD | |
|---|---|---|
Pros |
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Cons |
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MVE | AEBD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |