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Compare MVR vs. IIGF
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 Intelligent Investor Eq Growth Fund Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVR | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 173 | 13 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,725.21 | $2,452.54 |
Average age group | > 35 | > 35 |
Key Summary
MVR | IIGF | |
|---|---|---|
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. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | BHP Group Ltd (8.35 %) Rio Tinto Ltd (7.29 %) Fortescue Ltd (6.81 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.11 %) Mineral Resources Ltd (5.85 %) Dalrymple Bay Infrastructure Ltd Stapled (Ordinary Share , Unsecured note) (5.78 %) |
Top 3 industries | Materials (59.41 %) Energy (24.38 %) Utilities (8.74 %) | Other (45.06 %) Energy (13.21 %) Consumer Discretionary (7.98 %) |
Top 3 countries | Australia (100.00 %) | Australia (60.37 %) United States (14.63 %) United Kingdom of Great Britain and Northern Ireland (9.34 %) |
Management fee | 0.35 % | 0.97 % |
Key Summary
MVR | IIGF | |
|---|---|---|
Issuer | VanEck | Intelligent Investor |
Tracking index | MVIS Australia Energy & Mining Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.97 % |
Price | $46.19 | $2.98 |
Size | $595.993 million | $91.339 million |
10Y return | 230.40 % | N/A |
Annual distribution yield (5Y) | 4.35 % | 5.59 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 173 | 13 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,725.21 | $2,452.54 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | IIGF | |
|---|---|---|
Pros |
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Cons |
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MVR | IIGF |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |