Compare AU

Compare MVE vs. ULTB

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, shares and ETFs are a popular choice. Two options in the ASX are MVE and ULTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MVE

ULTB

Popularity

Low

N/A

Pearlers invested

36

0

Median incremental investment

$669.89

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,082.95

$0

Average age group

> 35

N/A


Key Summary

MVE

ULTB

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.

N/A

Top 3 holdings

CAR Group Ltd (4.88 %)

REA Group Ltd (3.95 %)

Pro Medicus Ltd (3.62 %)

iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (100 %)

Top 3 industries

Communication Services (26.68 %)

Materials (18.54 %)

Health Care (10.68 %)

Top 3 countries

Management fee

0.45 %

0 %


Key Summary

MVE

ULTB

Issuer

VanEck

Tracking index

S&P/ASX Midcap 50 Index - AUD

Asset class

ETF

Stock

Management fee

0.45 %

0 %

Price

$40.30

$95.76

Size

$320.026 million

N/A

10Y return

55.66 %

N/A

Annual distribution/ dividend yield (5Y)

3.49 %

- %

Market

ASX

ASX

First listed date

16/10/2013

05/09/2024

Purchase fee

$6.50

$6.50


Community Stats

MVE

ULTB

Popularity

Low

N/A

Pearlers invested

36

0

Median incremental investment

$669.89

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,082.95

$0

Average age group

> 35

N/A


Pros and Cons

MVE

ULTB

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

MVE

ULTB

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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