Compare AU

Compare MVE vs. IHD

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, 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 S&P/ASX Aussie Dividend Opportunities (IHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVE

IHD

Popularity

Low

Low

Pearlers invested

36

27

Median incremental investment

$668.99

$644.56

Median investment frequency

Monthly

Monthly

Median total investment

$2,934.36

$1,350.56

Average age group

> 35

> 35


Key Summary

MVE

IHD

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.

IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 305.98m in AUM and 51 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 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations

Top 3 holdings

CAR Group Ltd (4.94 %)

Pro Medicus Ltd (4.29 %)

REA Group Ltd (4.09 %)

RIO TINTO LTD (9.87 %)

FORTESCUE LTD (8.72 %)

WESTPAC BANKING CORPORATION CORP (8.18 %)

Top 3 industries

Communication Services (26.18 %)

Information Technology (18.20 %)

Materials (17.07 %)

Financials (42.51 %)

Materials (22.84 %)

Industrials (13.44 %)

Top 3 countries

Australia (94.11 %)

New Zealand (3.28 %)

United States (2.61 %)

Australia (99.25 %)

New Zealand (0.75 %)

Management fee

0.45 %

0.23 %


Key Summary

MVE

IHD

Issuer

VanEck

iShares

Tracking index

S&P/ASX Midcap 50 Index - AUD

S&P/ASX Dividend Opportunities Index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.23 %

Price

$41.04

$14.68

Size

$307.898 million

$313.421 million

10Y return

108.54 %

3.89 %

Annual distribution yield (5Y)

3.49 %

7.42 %

Market

ASX

ASX

First listed date

16/10/2013

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

MVE

IHD

Popularity

Low

Low

Pearlers invested

36

27

Median incremental investment

$668.99

$644.56

Median investment frequency

Monthly

Monthly

Median total investment

$2,934.36

$1,350.56

Average age group

> 35

> 35


Pros and Cons

MVE

IHD

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

MVE

IHD

Lower exposure to AU market

Higher 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

Lower distribution yield

Higher distribution yield

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