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Compare MVE vs. ULTB
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 20+ Year U.S. Treasury Bond (Hedged) ETF (ULTB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 1 |
Median incremental investment | $809.48 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,964.59 | $75,568.35 |
Average age group | > 35 | > 35 |
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 | Washington H Soul Pattinson and Co Ltd (3.86 %) Lynas Rare Earths Ltd (3.83 %) Pilbara Minerals Ltd (3.46 %) | ISHARES $ TREASURY BOND 20+Y AUDHD (99.96 %) AUD CASH (0.03 %) EUR CASH (0.00 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | |
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 | $45.57 | $92.95 |
Size | $451.854 million | N/A |
10Y return | 167.43 % | N/A |
Annual distribution yield (5Y) | 2.77 % | 3.02 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 05/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | ULTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 1 |
Median incremental investment | $809.48 | $25,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,964.59 | $75,568.35 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | ULTB | |
|---|---|---|
Pros |
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Cons |
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MVE | ULTB |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |