Compare AU
Compare MVR vs. GIVE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MVR and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVR | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 2 |
Median incremental investment | $968.62 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,887.84 | $797.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVR | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Woodside Energy Group Ltd (7.66 %) BHP Group Ltd (7.56 %) Rio Tinto Ltd (7.00 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | Materials (54.70 %) Energy (21.34 %) Utilities (9.17 %) | |
Top 3 countries | Australia (95.51 %) United States (4.49 %) | |
Management fee | 0.35 % | 0.65 % |
Key Summary
MVR | GIVE | |
|---|---|---|
Issuer | VanEck | Perpetual |
Tracking index | MVIS Australia Energy & Mining Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.65 % |
Price | $33.12 | $3.19 |
Size | $424.089 million | N/A |
10Y return | 88.29 % | N/A |
Annual distribution/ dividend yield (5Y) | 6.14 % | 5.50 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 2 |
Median incremental investment | $968.62 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $1,887.84 | $797.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVR | GIVE | |
|---|---|---|
Pros |
| |
Cons |
|
MVR | GIVE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |