Compare AU
Compare MVR vs. IHVV
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 S&P US 500 (AUD Hedged) (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVR | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 102 | 165 |
Median incremental investment | $950.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,890.56 | $3,275.09 |
Average age group | > 35 | > 35 |
Key Summary
MVR | IHVV | |
|---|---|---|
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. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | Woodside Energy Group Ltd (7.66 %) BHP Group Ltd (7.56 %) Rio Tinto Ltd (7.00 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Materials (53.51 %) Energy (22.01 %) Utilities (9.59 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (95.51 %) United States (4.49 %) | United States (94.52 %) |
Management fee | 0.35 % | 0.1 % |
Key Summary
MVR | IHVV | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Energy & Mining Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.1 % |
Price | $33.45 | $55.40 |
Size | $435.041 million | $2.040 billion |
10Y return | 90.16 % | N/A |
Annual distribution yield (5Y) | 6.14 % | 51.08 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 102 | 165 |
Median incremental investment | $950.00 | $1,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,890.56 | $3,275.09 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | IHVV | |
|---|---|---|
Pros |
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Cons |
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MVR | IHVV |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |