Compare AU
Compare MVE vs. IHOO
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 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 | |
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Pros |
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Cons |
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MVE | IHOO |
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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 |