Compare AU

Compare MVR vs. HGBL

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aussie Large-Cap Resources

ASX

Buy

Buy

Overview
Performance

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 BetaShares Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVR

HGBL

Popularity

Low

Low

Pearlers invested

101

59

Median incremental investment

$968.62

$3,998.73

Median investment frequency

Monthly

Monthly

Median total investment

$1,887.84

$16,465.12

Average age group

> 35

26 - 35


Key Summary

MVR

HGBL

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.

HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index.

Top 3 holdings

Woodside Energy Group Ltd (7.66 %)

BHP Group Ltd (7.56 %)

Rio Tinto Ltd (7.00 %)

Betashares Global Shares ETF (100.00 %)

Top 3 industries

Materials (54.70 %)

Energy (21.34 %)

Utilities (9.17 %)

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Top 3 countries

Australia (95.51 %)

United States (4.49 %)

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

Management fee

0.35 %

0.11 %


Key Summary

MVR

HGBL

Issuer

VanEck

BetaShares

Tracking index

MVIS Australia Energy & Mining Index - AUD

Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.35 %

0.11 %

Price

$33.12

$68.32

Size

$424.089 million

$1.101 billion

10Y return

88.29 %

N/A

Annual distribution yield (5Y)

6.14 %

0.43 %

Market

ASX

ASX

First listed date

16/10/2013

17/05/2023

Purchase fee

$6.50

$6.50


Community Stats

MVR

HGBL

Popularity

Low

Low

Pearlers invested

101

59

Median incremental investment

$968.62

$3,998.73

Median investment frequency

Monthly

Monthly

Median total investment

$1,887.84

$16,465.12

Average age group

> 35

26 - 35


Pros and Cons

MVR

HGBL

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

MVR

HGBL

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

Higher distribution yield

Lower distribution yield

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