Compare AU
Compare MVE vs. IXJ
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 1200 Healthcare (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 241 |
Median incremental investment | $668.99 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,915.77 | $1,668.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVE | IXJ | |
|---|---|---|
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. | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care 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 global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks |
Top 3 holdings | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | Eli Lilly and Company (8.25 %) UnitedHealth Group Incorporated (5.81 %) Johnson & Johnson (4.72 %) |
Top 3 industries | Communication Services (26.18 %) Information Technology (18.20 %) Materials (17.07 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | United States (99.97 %) |
Management fee | 0.45 % | 0.46 % |
Key Summary
MVE | IXJ | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | S&P/ASX Midcap 50 Index - AUD | S&P Global 1200 Healthcare Sector Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.46 % |
Price | $40.78 | $139.04 |
Size | $307.898 million | $1.380 billion |
10Y return | 107.22 % | 126.43 % |
Annual distribution yield (5Y) | 3.49 % | 1.26 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 241 |
Median incremental investment | $668.99 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,915.77 | $1,668.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVE | IXJ | |
|---|---|---|
Pros |
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Cons |
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MVE | IXJ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |