Compare AU
Compare MVE vs. IOZ
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 Aussie 200 (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 696 |
Median incremental investment | $668.99 | $1,007.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,915.77 | $2,353.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVE | IOZ | |
|---|---|---|
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. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) |
Top 3 industries | Communication Services (26.18 %) Information Technology (18.20 %) Materials (17.07 %) | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.45 % | 0.05 % |
Key Summary
MVE | IOZ | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | S&P/ASX Midcap 50 Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.05 % |
Price | $40.78 | $33.62 |
Size | $307.898 million | $6.311 billion |
10Y return | 107.22 % | 48.70 % |
Annual distribution yield (5Y) | 3.49 % | 5.36 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 696 |
Median incremental investment | $668.99 | $1,007.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,915.77 | $2,353.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVE | IOZ | |
|---|---|---|
Pros |
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Cons |
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MVE | IOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |