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Compare MVE vs. VSO
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 Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 48 | 313 |
Median incremental investment | $871.73 | $998.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,731.32 | $2,518.92 |
Average age group | > 35 | > 35 |
Key Summary
MVE | VSO | |
|---|---|---|
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. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | ALS Ltd (3.43 %) Orica Ltd (3.05 %) Vicinity Centres (3.00 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Materials (20.27 %) Consumer Discretionary (20.22 %) Real Estate (18.54 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | Australia (87.98 %) United States (6.16 %) United Kingdom of Great Britain and Northern Ireland (2.27 %) | Australia (98.27 %) United Kingdom of Great Britain and Northern Ireland (0.95 %) United States (0.69 %) |
Management fee | 0.45 % | 0.3 % |
Key Summary
MVE | VSO | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | S&P/ASX Midcap 50 Index - AUD | MSCI Australian Shares Small Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.3 % |
Price | $41.23 | $69.97 |
Size | $456.415 million | N/A |
10Y return | 156.88 % | 59.02 % |
Annual distribution yield (5Y) | 2.80 % | 4.77 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 48 | 313 |
Median incremental investment | $871.73 | $998.69 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,731.32 | $2,518.92 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | VSO | |
|---|---|---|
Pros |
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Cons |
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MVE | VSO |
|---|---|
Lower exposure to AU market | Higher 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 |