Compare AU
Compare MVE vs. VDGR
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 Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 107 |
Median incremental investment | $668.99 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,934.36 | $3,246.15 |
Average age group | > 35 | > 35 |
Key Summary
MVE | VDGR | |
|---|---|---|
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. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Communication Services (26.18 %) Information Technology (18.20 %) Materials (17.07 %) | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) |
Management fee | 0.45 % | 0.27 % |
Key Summary
MVE | VDGR | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | S&P/ASX Midcap 50 Index - AUD | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.27 % |
Price | $41.04 | $63.65 |
Size | $307.898 million | $1.222 million |
10Y return | 108.54 % | N/A |
Annual distribution yield (5Y) | 3.49 % | 5.01 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 107 |
Median incremental investment | $668.99 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,934.36 | $3,246.15 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | VDGR | |
|---|---|---|
Pros |
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Cons |
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MVE | VDGR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |