Compare AU
Compare MVE vs. BNDS
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 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 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,959.42 | $916.50 |
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 (4.70 %) Pro Medicus Ltd (4.50 %) REA Group Ltd (4.00 %) | AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.26 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.63 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.61 %) |
Top 3 industries | Communication Services (25.27 %) Information Technology (17.84 %) Materials (17.13 %) | 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 | $40.54 | $23.50 |
Size | $318.601 million | $786.559 million |
10Y return | 101.39 % | N/A |
Annual distribution yield (5Y) | 3.49 % | 2.44 % |
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 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,959.42 | $916.50 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | BNDS | |
|---|---|---|
Pros |
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Cons |
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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 |