Compare AU
Compare MVE vs. UTIP
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 BetaShares Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 2 |
Median incremental investment | $674.88 | $4,023.50 |
Median investment frequency | Monthly | Daily |
Median total investment | $3,166.24 | $15,791.73 |
Average age group | > 35 | > 35 |
Key Summary
MVE | UTIP | |
|---|---|---|
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. | UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses. |
Top 3 holdings | Pro Medicus Ltd (4.76 %) REA Group Ltd (4.08 %) Evolution Mining Ltd (3.66 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.89 %) |
Top 3 industries | Consumer Discretionary (19.97 %) Materials (19.02 %) Information Technology (17.98 %) | |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | |
Management fee | 0.45 % | 0.22 % |
Key Summary
MVE | UTIP | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | S&P/ASX Midcap 50 Index - AUD | Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.22 % |
Price | $41.41 | $25.54 |
Size | $320.724 million | $184.219 million |
10Y return | 89.09 % | N/A |
Annual distribution yield (5Y) | 3.48 % | 0.49 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 19/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | UTIP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 2 |
Median incremental investment | $674.88 | $4,023.50 |
Median investment frequency | Monthly | Daily |
Median total investment | $3,166.24 | $15,791.73 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | UTIP | |
|---|---|---|
Pros |
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Cons |
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MVE | UTIP |
|---|---|
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 |