Compare AU
Compare MVR vs. VGAD
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 Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVR | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 99 | 477 |
Median incremental investment | $987.23 | $2,031.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,775.40 | $8,798.60 |
Average age group | > 35 | > 35 |
Key Summary
MVR | VGAD | |
|---|---|---|
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. | The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar. |
Top 3 holdings | BHP Group Ltd (7.71 %) Woodside Energy Group Ltd (7.56 %) Rio Tinto Ltd (7.22 %) | Apple Inc. (5.41 %) Microsoft Corp. (4.14 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Materials (53.45 %) Energy (21.68 %) Utilities (9.59 %) | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) |
Top 3 countries | Australia (95.51 %) United States (4.49 %) | United States (72.94 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.35 % | 0.21 % |
Key Summary
MVR | VGAD | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | MVIS Australia Energy & Mining Index - AUD | MSCI World ex Australia - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.21 % |
Price | $32.28 | $108.39 |
Size | $397.710 million | N/A |
10Y return | 93.76 % | 111.66 % |
Annual distribution yield (5Y) | 6.14 % | 3.23 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVR | VGAD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 99 | 477 |
Median incremental investment | $987.23 | $2,031.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,775.40 | $8,798.60 |
Average age group | > 35 | > 35 |
Pros and Cons
MVR | VGAD | |
|---|---|---|
Pros |
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Cons |
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MVR | VGAD |
|---|---|
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 |