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Compare MVE vs. IGB
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 iShares Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 7 |
Median incremental investment | $829.48 | $832.98 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,101.46 | $1,482.75 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVE | IGB | |
|---|---|---|
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. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 414.59m in AUM and 31 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Washington H Soul Pattinson and Co Ltd (3.91 %) Lynas Rare Earths Ltd (3.70 %) Life360 Inc Chess Depository Interest (3.46 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | |
Management fee | 0.45 % | 0.26 % |
Key Summary
MVE | IGB | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | S&P/ASX Midcap 50 Index - AUD | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.26 % |
Price | $44.97 | $98.91 |
Size | $451.888 million | $416.476 million |
10Y return | 142.56 % | -3.33 % |
Annual distribution yield (5Y) | 2.77 % | 1.80 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 7 |
Median incremental investment | $829.48 | $832.98 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,101.46 | $1,482.75 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVE | IGB | |
|---|---|---|
Pros |
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Cons |
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MVE | IGB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |