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Compare MVE vs. AGX1
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 Antipodes Global Value Active ETF (AGX1). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | AGX1 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 10 |
Median incremental investment | $834.11 | $543.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,644.43 | $969.03 |
Average age group | > 35 | > 35 |
Key Summary
MVE | AGX1 | |
|---|---|---|
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. | AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years). |
Top 3 holdings | PLS Group Ltd (4.41 %) ALS Ltd (3.59 %) Light & Wonder Inc Chess Depository Interest (3.13 %) | Merck & Co Inc (3.40 %) Amazon.com Inc (3.34 %) Barrick Mining Corp (3.20 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | Communication Services (21.68 %) Health Care (19.87 %) Information Technology (18.90 %) |
Top 3 countries | Australia (87.98 %) United States (6.16 %) United Kingdom of Great Britain and Northern Ireland (2.27 %) | United States (43.98 %) France (9.03 %) China (8.78 %) |
Management fee | 0.45 % | 1.1 % |
Key Summary
MVE | AGX1 | |
|---|---|---|
Issuer | VanEck | Antipodes |
Tracking index | S&P/ASX Midcap 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 1.1 % |
Price | $41.89 | $6.66 |
Size | $480.743 million | N/A |
10Y return | 161.00 % | N/A |
Annual distribution yield (5Y) | 2.80 % | 10.33 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 07/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | AGX1 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 49 | 10 |
Median incremental investment | $834.11 | $543.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,644.43 | $969.03 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | AGX1 | |
|---|---|---|
Pros |
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Cons |
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MVE | AGX1 |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |