Back
Compare AU
Compare MVR vs. IBAL
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 Australian Resources ETF (MVR) and the iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVR | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 199 | 2 |
Median incremental investment | $1,000.00 | $40,022.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,467.89 | $5,292.26 |
Average age group | > 35 | > 35 |
Key Summary
MVR | IBAL | |
|---|---|---|
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. | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . |
Top 3 holdings | Woodside Energy Group Ltd (9.41 %) BHP Group Ltd (7.89 %) Rio Tinto Ltd (7.36 %) | iShares Core MSCI Wld Ex Aus ESG ETF (22.81 %) iShares Treasury ETF (15.98 %) iShares Core MSCI Australia ESG ETF (15.19 %) |
Top 3 industries | Materials (59.41 %) Energy (24.38 %) Utilities (8.74 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | Australia (100.00 %) | United States (49.94 %) Australia (32.25 %) Japan (4.21 %) |
Management fee | 0.35 % | 0.22 % |
Key Summary
MVR | IBAL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Energy & Mining Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.22 % |
Price | $48.39 | $29.32 |
Size | $616.757 million | $24.068 million |
10Y return | 218.98 % | N/A |
Annual distribution yield (5Y) | 4.35 % | 2.61 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 16/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | IBAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 199 | 2 |
Median incremental investment | $1,000.00 | $40,022.50 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,467.89 | $5,292.26 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | IBAL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MVR | IBAL |
|---|---|
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 |