Compare AU

Compare MVE vs. MHG

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck S&P/ASX Midcap ETF

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 VanEck S&P/ASX Midcap ETF (MVE) and the Magellan Global Equities Fund Currency Hedged (Managed Fund) (MHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVE

MHG

Popularity

Low

Low

Pearlers invested

36

5

Median incremental investment

$668.99

$1,494.46

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,959.42

$3,750.12

Average age group

> 35

> 35


Key Summary

MVE

MHG

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.

MHG.AX was created on 2015-08-04 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To achieve attractive risk-adjusted investment returns over the medium to long-term, While reducing the risk of permanent capital loss.

Top 3 holdings

CAR Group Ltd (4.70 %)

Pro Medicus Ltd (4.50 %)

REA Group Ltd (4.00 %)

Amazon.com Inc (6.77 %)

Microsoft Corp (5.74 %)

SAP SE (4.59 %)

Top 3 industries

Communication Services (25.27 %)

Information Technology (17.84 %)

Materials (17.13 %)

Information Technology (46.20 %)

Communication Services (17.17 %)

Consumer Staples (15.67 %)

Top 3 countries

Australia (94.11 %)

New Zealand (3.28 %)

United States (2.61 %)

United States (77.86 %)

Germany (4.93 %)

Netherlands (4.50 %)

Management fee

0.45 %

1.35 %


Key Summary

MVE

MHG

Issuer

VanEck

Magellan

Tracking index

S&P/ASX Midcap 50 Index - AUD

MSCI World Index - Hedged to AUD

Asset class

ETF

ETF

Management fee

0.45 %

1.35 %

Price

$40.54

$3.96

Size

$318.601 million

N/A

10Y return

101.39 %

N/A

Annual distribution yield (5Y)

3.49 %

4.01 %

Market

ASX

ASX

First listed date

16/10/2013

10/08/2015

Purchase fee

$6.50

$6.50


Community Stats

MVE

MHG

Popularity

Low

Low

Pearlers invested

36

5

Median incremental investment

$668.99

$1,494.46

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,959.42

$3,750.12

Average age group

> 35

> 35


Pros and Cons

MVE

MHG

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

MVE

MHG

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

Home