Compare AU
Compare MVE vs. GGFD
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 BetaShares Geared Long Us Tr Bond Ch (Hedge Fund) (GGFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | GGFD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 1 |
Median incremental investment | $668.99 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,915.77 | $471.12 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVE | GGFD | |
---|---|---|
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. | GGFD.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. Betashares Geared Long U.S. Treasury Bond Fund Currency Hedged (hedge fund) offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure |
Top 3 holdings | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | US 10YR ULTRA FUT SEP24 (0 %) AUD - AUSTRALIA DOLLAR (105.83 %) USD - UNITED STATES DOLLAR (-5.83 %) |
Top 3 industries | Communication Services (26.18 %) Information Technology (18.20 %) Materials (17.07 %) | |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | |
Management fee | 0.45 % | 0.99 % |
Key Summary
MVE | GGFD | |
---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | S&P/ASX Midcap 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.99 % |
Price | $40.80 | $19.63 |
Size | $307.898 million | N/A |
10Y return | 107.32 % | N/A |
Annual distribution yield (5Y) | 3.49 % | - % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 05/12/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | GGFD | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 1 |
Median incremental investment | $668.99 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,915.77 | $471.12 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVE | GGFD | |
---|---|---|
Pros |
| |
Cons |
|
MVE | GGFD |
---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |