Compare AU
Compare MVE vs. ESGI
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 MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 36 | 1,227 |
Median incremental investment | $668.99 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,917.20 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVE | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Communication Services (25.45 %) Materials (17.95 %) Information Technology (17.84 %) | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.45 % | 0.55 % |
Key Summary
MVE | ESGI | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | S&P/ASX Midcap 50 Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.55 % |
Price | $40.80 | $37.16 |
Size | $316.300 million | $213.501 million |
10Y return | 107.32 % | N/A |
Annual distribution yield (5Y) | 3.49 % | 3.26 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 36 | 1,227 |
Median incremental investment | $668.99 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,917.20 | $1,895.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVE | ESGI | |
|---|---|---|
Pros |
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Cons |
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MVE | ESGI |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |