Compare AU
Compare MVR vs. VDGR
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 Vanguard Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVR | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 102 | 107 |
Median incremental investment | $950.00 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,890.56 | $3,260.43 |
Average age group | > 35 | > 35 |
Key Summary
MVR | VDGR | |
|---|---|---|
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. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | Woodside Energy Group Ltd (7.66 %) BHP Group Ltd (7.56 %) Rio Tinto Ltd (7.00 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Materials (53.51 %) Energy (22.01 %) Utilities (9.59 %) | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) |
Top 3 countries | Australia (95.51 %) United States (4.49 %) | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) |
Management fee | 0.35 % | 0.27 % |
Key Summary
MVR | VDGR | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | MVIS Australia Energy & Mining Index - AUD | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.27 % |
Price | $33.45 | $63.65 |
Size | $435.041 million | $1.222 million |
10Y return | 90.16 % | N/A |
Annual distribution yield (5Y) | 6.14 % | 5.01 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 102 | 107 |
Median incremental investment | $950.00 | $1,052.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,890.56 | $3,260.43 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | VDGR | |
|---|---|---|
Pros |
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Cons |
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MVR | VDGR |
|---|---|
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 |