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Compare MVS vs. AGGG
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MVS and AGGG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVS | AGGG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 11 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,633.24 | $0 |
Average age group | > 35 | N/A |
Key Summary
MVS | AGGG | |
|---|---|---|
Strategy | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. | AGGG.AX was created on 2025-11-06 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund seeks to achieve its objective by tracking the performance of the Bloomberg Global Aggregate Bond Index Total Return (AUD Hedged) (referred to in this section as the Index). |
Top 3 holdings | Kingsgate Consolidated Ltd (4.02 %) Resolute Mining Ltd (2.95 %) Westgold Resources Ltd (2.93 %) | iShares Core Global Aggregate Bond (Aud Hdg) ETF (100 %) |
Top 3 industries | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) | |
Top 3 countries | Australia (98.81 %) New Zealand (1.19 %) | |
Management fee | 0.49 % | 0 % |
Key Summary
MVS | AGGG | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | Bloomberg Global Aggregate |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0 % |
Price | $21.03 | $99.95 |
Size | $212.139 million | N/A |
10Y return | 28.94 % | N/A |
Annual distribution/ dividend yield (5Y) | 3.80 % | - % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 05/11/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | AGGG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 11 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,633.24 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MVS | AGGG | |
|---|---|---|
Pros |
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Cons |
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MVS | AGGG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |