Compare AU

Compare MVE vs. BNDS

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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the S&P Aussie 50 Mid-Caps (MVE) and the BetaShares Westn Asset Aus Bond Fund (Managed Fund) (BNDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVE

BNDS

Popularity

Low

Low

Pearlers invested

36

13

Median incremental investment

$668.99

$625.59

Median investment frequency

Monthly

Monthly

Median total investment

$2,950.09

$925.47

Average age group

> 35

> 35


Key Summary

MVE

BNDS

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.

BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods.

Top 3 holdings

CAR Group Ltd (4.94 %)

Pro Medicus Ltd (4.29 %)

REA Group Ltd (4.09 %)

AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.45 %)

AUSTRALIAN GOVERNMENT 1.75% NOV-32 (1.70 %)

AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.54 %)

Top 3 industries

Communication Services (26.18 %)

Information Technology (18.20 %)

Materials (17.07 %)

Other (99.56 %)

Communication Services (0.44 %)

Top 3 countries

Australia (94.11 %)

New Zealand (3.28 %)

United States (2.61 %)

Management fee

0.45 %

0.42 %


Key Summary

MVE

BNDS

Issuer

VanEck

BetaShares

Tracking index

S&P/ASX Midcap 50 Index - AUD

Bloomberg AusBond Composite Index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.42 %

Price

$41.04

$23.70

Size

$307.898 million

$756.531 million

10Y return

108.54 %

N/A

Annual distribution yield (5Y)

3.49 %

2.47 %

Market

ASX

ASX

First listed date

16/10/2013

16/11/2018

Purchase fee

$6.50

$6.50


Community Stats

MVE

BNDS

Popularity

Low

Low

Pearlers invested

36

13

Median incremental investment

$668.99

$625.59

Median investment frequency

Monthly

Monthly

Median total investment

$2,950.09

$925.47

Average age group

> 35

> 35


Pros and Cons

MVE

BNDS

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

MVE

BNDS

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

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