Compare AU

Compare MVE vs. GIVE

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P Aussie 50 Mid-Caps

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MVE and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MVE

GIVE

Popularity

Low

Low

Pearlers invested

36

2

Median incremental investment

$668.99

$523.25

Median investment frequency

Monthly

Quarterly

Median total investment

$2,915.77

$800.00

Average age group

> 35

26 - 35


Key Summary

MVE

GIVE

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.

GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Top 3 holdings

CAR Group Ltd (4.94 %)

Pro Medicus Ltd (4.29 %)

REA Group Ltd (4.09 %)

Perpetual Esg Australian Share Fund (Managed Fund) (100 %)

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 %

0.65 %


Key Summary

MVE

GIVE

Issuer

VanEck

Perpetual

Tracking index

S&P/ASX Midcap 50 Index - AUD

S&P/ASX 300 Index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.65 %

Price

$40.80

$3.19

Size

$307.898 million

N/A

10Y return

107.32 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

3.49 %

5.50 %

Market

ASX

ASX

First listed date

16/10/2013

28/11/2021

Purchase fee

$6.50

$6.50


Community Stats

MVE

GIVE

Popularity

Low

Low

Pearlers invested

36

2

Median incremental investment

$668.99

$523.25

Median investment frequency

Monthly

Quarterly

Median total investment

$2,915.77

$800.00

Average age group

> 35

26 - 35


Pros and Cons

MVE

GIVE

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

MVE

GIVE

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

Lower distribution yield

Higher distribution yield

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