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Compare MVE vs. VISM
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 Vanguard MSCI International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 306 |
Median incremental investment | $825.46 | $1,212.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,890.21 | $3,268.97 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVE | VISM | |
|---|---|---|
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. | Vanguard MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. |
Top 3 holdings | Lynas Rare Earths Ltd (5.15 %) Washington H Soul Pattinson and Co Ltd (3.93 %) JB Hi Fi Ltd (3.64 %) | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) |
Management fee | 0.45 % | 0.32 % |
Key Summary
MVE | VISM | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | S&P/ASX Midcap 50 Index - AUD | MSCI World ex AU Small Cap |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.32 % |
Price | $46.87 | $73.46 |
Size | $433.318 million | N/A |
10Y return | 168.44 % | N/A |
Annual distribution yield (5Y) | 2.77 % | 4.21 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 13/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 46 | 306 |
Median incremental investment | $825.46 | $1,212.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,890.21 | $3,268.97 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVE | VISM | |
|---|---|---|
Pros |
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Cons |
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MVE | VISM |
|---|---|
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 |