Compare AU
Compare MVE vs. WDIV
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 SPDR S&P Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVE | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 37 |
Median incremental investment | $668.99 | $654.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,917.20 | $2,470.50 |
Average age group | > 35 | > 35 |
Key Summary
MVE | WDIV | |
|---|---|---|
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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | CAR Group Ltd (4.94 %) Pro Medicus Ltd (4.29 %) REA Group Ltd (4.09 %) | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) |
Top 3 industries | Communication Services (25.45 %) Materials (17.95 %) Information Technology (17.84 %) | Industrials (30.46 %) Real Estate (29.95 %) Consumer Staples (23.10 %) |
Top 3 countries | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.45 % | 0.35 % |
Key Summary
MVE | WDIV | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | S&P/ASX Midcap 50 Index - AUD | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.35 % |
Price | $40.80 | $20.25 |
Size | $316.300 million | $285.997 million |
10Y return | 107.32 % | 18.08 % |
Annual distribution yield (5Y) | 3.49 % | 4.85 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVE | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 37 |
Median incremental investment | $668.99 | $654.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,917.20 | $2,470.50 |
Average age group | > 35 | > 35 |
Pros and Cons
MVE | WDIV | |
|---|---|---|
Pros |
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Cons |
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MVE | WDIV |
|---|---|
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 |