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Compare MVR vs. ISO
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 S&P/ASX Small Ordinaries ETF (ISO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVR | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 208 | 9 |
Median incremental investment | $1,000.00 | $771.86 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,466.87 | $2,323.88 |
Average age group | > 35 | > 35 |
Key Summary
MVR | ISO | |
|---|---|---|
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. | ISO.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 132.4m in AUM and 201 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | BHP Group Ltd (8.50 %) Woodside Energy Group Ltd (8.44 %) Rio Tinto Ltd (7.61 %) | PALADIN ENERGY LTD (1.86 %) VAULT MINERALS LTD (1.58 %) ALCOA CORPORATION CDI CORP (1.49 %) |
Top 3 industries | Materials (59.41 %) Energy (24.38 %) Utilities (8.74 %) | Materials (22.03 %) Consumer Discretionary (14.34 %) Financials (13.22 %) |
Top 3 countries | Australia (100.00 %) | Australia (88.79 %) United States (3.56 %) New Zealand (3.50 %) |
Management fee | 0.35 % | 0.0055 % |
Key Summary
MVR | ISO | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Energy & Mining Index - AUD | S&P/ASX Small Ordinaries index |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.0055 % |
Price | $48.37 | $5.33 |
Size | $663.634 million | $131.994 million |
10Y return | 187.40 % | 31.28 % |
Annual distribution yield (5Y) | 4.35 % | 4.44 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | ISO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 208 | 9 |
Median incremental investment | $1,000.00 | $771.86 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,466.87 | $2,323.88 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | ISO | |
|---|---|---|
Pros |
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Cons |
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MVR | ISO |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |