Compare AU

Compare MVE vs. GROW

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 GROW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MVE

GROW

Popularity

Low

N/A

Pearlers invested

36

0

Median incremental investment

$668.99

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,934.36

$0

Average age group

> 35

N/A


Key Summary

MVE

GROW

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.

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

Top 3 holdings

CAR Group Ltd (4.94 %)

Pro Medicus Ltd (4.29 %)

REA Group Ltd (4.09 %)

Schroder Real Return (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 %)

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.45 %

0.84 %


Key Summary

MVE

GROW

Issuer

VanEck

Schroder

Tracking index

S&P/ASX Midcap 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.84 %

Price

$40.78

$3.86

Size

$307.898 million

$56.823 million

10Y return

107.22 %

N/A

Annual distribution/โ€Šdividend yield (5Y)

3.49 %

3.83 %

Market

ASX

ASX

First listed date

16/10/2013

16/08/2016

Purchase fee

$6.50

$6.50


Community Stats

MVE

GROW

Popularity

Low

N/A

Pearlers invested

36

0

Median incremental investment

$668.99

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,934.36

$0

Average age group

> 35

N/A


Pros and Cons

MVE

GROW

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

MVE

GROW

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

Lower distribution yield

Higher distribution yield

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