Compare AU

Compare MVE vs. SFY

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 SPDR S&P/ASX 50 Fund (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVE

SFY

Popularity

Low

Low

Pearlers invested

36

16

Median incremental investment

$668.99

$550.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,959.42

$1,211.27

Average age group

> 35

26 - 35


Key Summary

MVE

SFY

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.

SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 792.92m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

Top 3 holdings

CAR Group Ltd (4.70 %)

Pro Medicus Ltd (4.50 %)

REA Group Ltd (4.00 %)

Commonwealth Bank of Australia (12.89 %)

BHP Group Ltd (10.08 %)

CSL Ltd (6.70 %)

Top 3 industries

Communication Services (25.27 %)

Information Technology (17.84 %)

Materials (17.13 %)

Financials (55.42 %)

Materials (16.87 %)

Health Care (11.15 %)

Top 3 countries

Australia (94.11 %)

New Zealand (3.28 %)

United States (2.61 %)

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Management fee

0.45 %

0.2 %


Key Summary

MVE

SFY

Issuer

VanEck

SPDR

Tracking index

S&P/ASX Midcap 50 Index - AUD

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.45 %

0.2 %

Price

$40.54

$73.41

Size

$318.601 million

$762.832 million

10Y return

101.39 %

38.12 %

Annual distribution yield (5Y)

3.49 %

5.79 %

Market

ASX

ASX

First listed date

16/10/2013

27/08/2001

Purchase fee

$6.50

$6.50


Community Stats

MVE

SFY

Popularity

Low

Low

Pearlers invested

36

16

Median incremental investment

$668.99

$550.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,959.42

$1,211.27

Average age group

> 35

26 - 35


Pros and Cons

MVE

SFY

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

MVE

SFY

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

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