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Compare MVE vs. USTB
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 USTB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVE | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 6 |
Median incremental investment | $915.50 | $1,892.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,020.38 | $2,741.83 |
Average age group | > 35 | > 35 |
Key Summary
MVE | USTB | |
|---|---|---|
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. | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. |
Top 3 holdings | Mineral Resources Ltd (3.78 %) ALS Ltd (3.50 %) Nextdc Ltd (3.47 %) | Global X Us Treasury Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | |
Top 3 countries | Australia (87.98 %) United States (6.16 %) United Kingdom of Great Britain and Northern Ireland (2.27 %) | |
Management fee | 0.45 % | 0.19 % |
Key Summary
MVE | USTB | |
|---|---|---|
Issuer | VanEck | Global X |
Tracking index | S&P/ASX Midcap 50 Index - AUD | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.19 % |
Price | $42.77 | $9.17 |
Size | $470.084 million | N/A |
10Y return | 124.16 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.80 % | 2.33 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | USTB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 6 |
Median incremental investment | $915.50 | $1,892.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,020.38 | $2,741.83 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | USTB | |
|---|---|---|
Pros |
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Cons |
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MVE | USTB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |