Compare AU

Compare MVE vs. IHOO

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 Global 100 Multi-nationals (AUD Hedged) (IHOO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVE

IHOO

Popularity

Low

Low

Pearlers invested

36

12

Median incremental investment

$668.99

$1,020.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,950.09

$7,362.80

Average age group

> 35

> 35


Key Summary

MVE

IHOO

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.

IHOO.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 478.19m in AUM and 104 holdings. The fund aims to provide investors with the performance of the S&P Global 100 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of 100 multi-national, blue chip companies of major importance in global equity markets

Top 3 holdings

CAR Group Ltd (4.94 %)

Pro Medicus Ltd (4.29 %)

REA Group Ltd (4.09 %)

APPLE INC (12.53 %)

NVIDIA CORP (11.90 %)

MICROSOFT CORP (10.90 %)

Top 3 industries

Communication Services (26.18 %)

Information Technology (18.20 %)

Materials (17.07 %)

Information Technology (41.20 %)

Health Care (10.04 %)

Consumer Discretionary (9.13 %)

Top 3 countries

Australia (94.11 %)

New Zealand (3.28 %)

United States (2.61 %)

United States (81.06 %)

United Kingdom of Great Britain and Northern Ireland (4.32 %)

Switzerland (3.26 %)

Management fee

0.45 %

0.43 %


Key Summary

MVE

IHOO

Issuer

VanEck

iShares

Tracking index

S&P/ASX Midcap 50 Index - AUD

S&P Global 100 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.43 %

Price

$41.04

$185.47

Size

$307.898 million

$486.061 million

10Y return

108.54 %

N/A

Annual distribution yield (5Y)

3.49 %

5.07 %

Market

ASX

ASX

First listed date

16/10/2013

18/12/2014

Purchase fee

$6.50

$6.50


Community Stats

MVE

IHOO

Popularity

Low

Low

Pearlers invested

36

12

Median incremental investment

$668.99

$1,020.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,950.09

$7,362.80

Average age group

> 35

> 35


Pros and Cons

MVE

IHOO

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

MVE

IHOO

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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