Compare AU

Compare MVE vs. BBFD

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

S&P Aussie 50 Mid-Caps

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MVE and BBFD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MVE

BBFD

Popularity

Low

N/A

Pearlers invested

36

0

Median incremental investment

$668.99

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,934.36

$0

Average age group

> 35

N/A


Key Summary

MVE

BBFD

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.

N/A

Top 3 holdings

CAR Group Ltd (4.94 %)

Pro Medicus Ltd (4.29 %)

REA Group Ltd (4.09 %)

BetaShares Geared Short Us Tr Bond Ch (Hedge Fund) (100 %)

Top 3 industries

Communication Services (26.18 %)

Information Technology (18.20 %)

Materials (17.07 %)

Top 3 countries

Australia (94.11 %)

New Zealand (3.28 %)

United States (2.61 %)

Management fee

0.45 %

0 %


Key Summary

MVE

BBFD

Issuer

VanEck

Tracking index

S&P/ASX Midcap 50 Index - AUD

Asset class

ETF

Stock

Management fee

0.45 %

0 %

Price

$41.04

$18.98

Size

$307.898 million

N/A

10Y return

108.54 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

3.49 %

1.28 %

Market

ASX

ASX

First listed date

16/10/2013

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

MVE

BBFD

Popularity

Low

N/A

Pearlers invested

36

0

Median incremental investment

$668.99

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,934.36

$0

Average age group

> 35

N/A


Pros and Cons

MVE

BBFD

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

MVE

BBFD

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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