Compare AU

Compare MVR vs. RDV

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aussie Large-Cap Resources

ASX

Buy

Buy

Overview
Performance

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 Russell Aussie Dividends (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVR

RDV

Popularity

Low

Low

Pearlers invested

101

26

Median incremental investment

$968.62

$553.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,887.84

$1,379.39

Average age group

> 35

> 35


Key Summary

MVR

RDV

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.

RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term.

Top 3 holdings

Woodside Energy Group Ltd (7.66 %)

BHP Group Ltd (7.56 %)

Rio Tinto Ltd (7.00 %)

Commonwealth Bank of Australia (7.68 %)

BHP Group Ltd (6.75 %)

Westpac Banking Corp (5.89 %)

Top 3 industries

Materials (53.51 %)

Energy (22.01 %)

Utilities (9.59 %)

Financials (65.19 %)

Materials (13.86 %)

Communication Services (7.66 %)

Top 3 countries

Australia (95.51 %)

United States (4.49 %)

Australia (99.57 %)

China (0.43 %)

Management fee

0.35 %

0.34 %


Key Summary

MVR

RDV

Issuer

VanEck

Russell

Tracking index

MVIS Australia Energy & Mining Index - AUD

Russell Australia High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.34 %

Price

$33.12

$31.71

Size

$435.041 million

$256.531 million

10Y return

88.29 %

10.64 %

Annual distribution yield (5Y)

6.14 %

6.63 %

Market

ASX

ASX

First listed date

16/10/2013

14/05/2010

Purchase fee

$6.50

$6.50


Community Stats

MVR

RDV

Popularity

Low

Low

Pearlers invested

101

26

Median incremental investment

$968.62

$553.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,887.84

$1,379.39

Average age group

> 35

> 35


Pros and Cons

MVR

RDV

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

MVR

RDV

Lower exposure to AU market

Higher 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

Lower distribution yield

Higher distribution yield

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