Compare AU
Compare MVE vs. ERTH
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 S&P Aussie 50 Mid-Caps (MVE) and the Solactive Climate Change Innovation (ERTH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 372 |
Median incremental investment | $668.99 | $601.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,917.20 | $933.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVE | ERTH | |
|---|---|---|
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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) |
Top 3 industries | Communication Services (25.45 %) Materials (17.95 %) Information Technology (17.84 %) | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | United States (40.06 %) China (11.65 %) Denmark (7.67 %) |
Management fee | 0.45 % | 0.55 % |
Key Summary
MVE | ERTH | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | S&P/ASX Midcap 50 Index - AUD | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.55 % |
Price | $40.80 | $9.24 |
Size | $316.300 million | $98.112 million |
10Y return | 107.32 % | N/A |
Annual distribution yield (5Y) | 3.49 % | 0.58 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 372 |
Median incremental investment | $668.99 | $601.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,917.20 | $933.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVE | ERTH | |
|---|---|---|
Pros |
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Cons |
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MVE | ERTH |
|---|---|
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 |