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Compare MVE vs. ALFA
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 VanEck Australian Long Short Complex ETF (ALFA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 48 | 16 |
Median incremental investment | $900.00 | $996.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,936.75 | $1,803.48 |
Average age group | > 35 | > 35 |
Key Summary
MVE | ALFA | |
|---|---|---|
Strategy | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 476.6m in AUM and 51 holdings. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. |
Top 3 holdings | ALS Ltd (3.45 %) Mineral Resources Ltd (3.17 %) Vicinity Centres (3.07 %) | IGO Ltd (3.93 %) Kingsgate Consolidated Ltd (3.87 %) MA Financial Group Ltd (3.55 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | |
Top 3 countries | Australia (87.98 %) United States (6.16 %) United Kingdom of Great Britain and Northern Ireland (2.27 %) | Australia (100.00 %) |
Management fee | 0.45 % | 0.39 % |
Key Summary
MVE | ALFA | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | S&P/ASX Midcap 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.39 % |
Price | $43.54 | $23.72 |
Size | $474.311 million | $29.851 million |
10Y return | 128.20 % | N/A |
Annual distribution yield (5Y) | 2.80 % | 0.51 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 22/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | ALFA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 48 | 16 |
Median incremental investment | $900.00 | $996.75 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,936.75 | $1,803.48 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | ALFA | |
|---|---|---|
Pros |
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Cons |
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MVE | ALFA |
|---|---|
Lower exposure to AU market | Higher 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 |