Compare AU
Compare MVE vs. EX20
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 Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 26 |
Median incremental investment | $703.44 | $1,990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,989.35 | $2,950.86 |
Average age group | > 35 | > 35 |
Key Summary
MVE | EX20 | |
|---|---|---|
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. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 409.66m in AUM and 179 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | Evolution Mining Ltd (5.64 %) REA Group Ltd (4.23 %) JB Hi Fi Ltd (3.71 %) | SPI 200 FUTURES JUN25 (0 %) BRAMBLES LTD (3.14 %) NORTHERN STAR RESOURCES LTD (2.93 %) |
Top 3 industries | Materials (24.53 %) Consumer Discretionary (20.18 %) Real Estate (17.07 %) | Materials (16.51 %) Financials (14.42 %) Industrials (13.54 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) |
Management fee | 0.45 % | 0.25 % |
Key Summary
MVE | EX20 | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | S&P/ASX Midcap 50 Index - AUD | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.25 % |
Price | $40.95 | $22.41 |
Size | $355.925 million | $417.633 million |
10Y return | 81.76 % | N/A |
Annual distribution yield (5Y) | 3.48 % | 3.49 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 26 |
Median incremental investment | $703.44 | $1,990.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,989.35 | $2,950.86 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | EX20 | |
|---|---|---|
Pros |
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Cons |
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MVE | EX20 |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |