Compare AU
Compare MVR vs. ISEC
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/ASX Bank Bills Enhanced Cash (ISEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVR | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 102 | 3 |
Median incremental investment | $950.00 | $1,096.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,890.56 | $1,207.20 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVR | ISEC | |
|---|---|---|
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. | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. |
Top 3 holdings | Woodside Energy Group Ltd (7.66 %) BHP Group Ltd (7.56 %) Rio Tinto Ltd (7.00 %) | RBC MONEY MARKET 11AM (11.99 %) UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %) OVERSEA-CHINESE BANKING CORPORATIO (5.81 %) |
Top 3 industries | Materials (53.51 %) Energy (22.01 %) Utilities (9.59 %) | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) |
Top 3 countries | Australia (95.51 %) United States (4.49 %) | |
Management fee | 0.35 % | 0.12 % |
Key Summary
MVR | ISEC | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Energy & Mining Index - AUD | S&P/ASX Bank Bill Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.12 % |
Price | $33.45 | $100.62 |
Size | $435.041 million | $246.959 million |
10Y return | 90.16 % | N/A |
Annual distribution yield (5Y) | 6.14 % | 2.07 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 102 | 3 |
Median incremental investment | $950.00 | $1,096.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,890.56 | $1,207.20 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVR | ISEC | |
|---|---|---|
Pros |
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Cons |
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MVR | ISEC |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |