Compare AU

Compare MVE vs. IJR

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 US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVE

IJR

Popularity

Low

Low

Pearlers invested

36

80

Median incremental investment

$668.99

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,917.20

$6,606.54

Average age group

> 35

> 35


Key Summary

MVE

IJR

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.

IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. 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 small capitalisation US equities.

Top 3 holdings

CAR Group Ltd (4.94 %)

Pro Medicus Ltd (4.29 %)

REA Group Ltd (4.09 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Communication Services (26.18 %)

Information Technology (18.20 %)

Materials (17.07 %)

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

Australia (94.11 %)

New Zealand (3.28 %)

United States (2.61 %)

United States (98.93 %)

Management fee

0.45 %

0.07 %


Key Summary

MVE

IJR

Issuer

VanEck

iShares

Tracking index

S&P/ASX Midcap 50 Index - AUD

S&P Small Cap 600

Asset class

ETF

ETF

Management fee

0.45 %

0.07 %

Price

$40.80

$194.31

Size

$307.898 million

$736.752 million

10Y return

107.32 %

192.09 %

Annual distribution yield (5Y)

3.49 %

1.24 %

Market

ASX

ASX

First listed date

16/10/2013

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

MVE

IJR

Popularity

Low

Low

Pearlers invested

36

80

Median incremental investment

$668.99

$2,018.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,917.20

$6,606.54

Average age group

> 35

> 35


Pros and Cons

MVE

IJR

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

MVE

IJR

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

Higher distribution yield

Lower distribution yield

Home