Compare AU
Compare MVE vs. HEUR
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 Europe ETF-Currency Hedged (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 13 |
Median incremental investment | $668.99 | $1,226.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,917.20 | $4,251.43 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVE | HEUR | |
|---|---|---|
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. | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) |
Top 3 industries | Communication Services (25.45 %) Materials (17.95 %) Information Technology (17.84 %) | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) |
Management fee | 0.45 % | 0.56 % |
Key Summary
MVE | HEUR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | S&P/ASX Midcap 50 Index - AUD | S&P Eurozone Exporters AUD Hedged Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.56 % |
Price | $40.80 | $14.51 |
Size | $316.300 million | $44.235 million |
10Y return | 107.32 % | N/A |
Annual distribution yield (5Y) | 3.49 % | 5.82 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 13 |
Median incremental investment | $668.99 | $1,226.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,917.20 | $4,251.43 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVE | HEUR | |
|---|---|---|
Pros |
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Cons |
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MVE | HEUR |
|---|---|
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 |