Compare AU
Compare MVE vs. IWLD
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 VanEck S&P/ASX Midcap ETF (MVE) and the iShares Core MSCI World Ex Australia Esg ETF (IWLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 158 |
Median incremental investment | $674.88 | $1,501.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,166.24 | $7,139.20 |
Average age group | > 35 | > 35 |
Key Summary
MVE | IWLD | |
|---|---|---|
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 IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Pro Medicus Ltd (4.58 %) REA Group Ltd (4.00 %) Evolution Mining Ltd (3.60 %) | NVIDIA CORP (9.59 %) MICROSOFT CORP (8.60 %) TESLA INC (3.48 %) |
Top 3 industries | Consumer Discretionary (19.97 %) Materials (19.02 %) Information Technology (17.98 %) | Information Technology (29.14 %) Financials (15.57 %) Consumer Discretionary (12.18 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | United States (74.50 %) Japan (6.44 %) United Kingdom of Great Britain and Northern Ireland (3.41 %) |
Management fee | 0.45 % | 0.09 % |
Key Summary
MVE | IWLD | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | S&P/ASX Midcap 50 Index - AUD | MSCI World IMI - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.09 % |
Price | $41.41 | $61.65 |
Size | $320.724 million | $1.139 billion |
10Y return | 89.09 % | N/A |
Annual distribution yield (5Y) | 3.48 % | 4.54 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 158 |
Median incremental investment | $674.88 | $1,501.08 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,166.24 | $7,139.20 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | IWLD | |
|---|---|---|
Pros |
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Cons |
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MVE | IWLD |
|---|---|
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 |