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Compare MVE vs. VBND
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 S&P Aussie 50 Mid-Caps (MVE) and the Vanguard Global Aggregate Bond Index (Hedged) ETF (VBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 190 |
Median incremental investment | $915.50 | $1,006.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,907.79 | $2,507.97 |
Average age group | > 35 | > 35 |
Key Summary
MVE | VBND | |
|---|---|---|
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. | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | Mineral Resources Ltd (3.80 %) ALS Ltd (3.79 %) Nextdc Ltd (3.53 %) | United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) |
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 % | 0.2 % |
Key Summary
MVE | VBND | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | S&P/ASX Midcap 50 Index - AUD | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.2 % |
Price | $42.75 | $40.79 |
Size | $465.375 million | $4.038 million |
10Y return | 109.87 % | N/A |
Annual distribution yield (5Y) | 2.80 % | 3.21 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 12/10/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 190 |
Median incremental investment | $915.50 | $1,006.51 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,907.79 | $2,507.97 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | VBND | |
|---|---|---|
Pros |
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Cons |
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MVE | VBND |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |