Compare AU
Compare MVR vs. ESGI
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 Aussie Large-Cap Resources (MVR) and the MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVR | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 102 | 1,227 |
Median incremental investment | $950.00 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,873.20 | $1,910.97 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVR | ESGI | |
|---|---|---|
Strategy | MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Woodside Energy Group Ltd (7.66 %) BHP Group Ltd (7.56 %) Rio Tinto Ltd (7.00 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Materials (53.51 %) Energy (22.01 %) Utilities (9.59 %) | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) |
Top 3 countries | Australia (95.51 %) United States (4.49 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.35 % | 0.55 % |
Key Summary
MVR | ESGI | |
|---|---|---|
Issuer | VanEck | VanEck |
Tracking index | MVIS Australia Energy & Mining Index - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.55 % |
Price | $33.45 | $37.47 |
Size | $435.041 million | $202.822 million |
10Y return | 90.16 % | N/A |
Annual distribution yield (5Y) | 6.14 % | 3.26 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 102 | 1,227 |
Median incremental investment | $950.00 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,873.20 | $1,910.97 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVR | ESGI | |
|---|---|---|
Pros |
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Cons |
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MVR | ESGI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |