Compare AU
Compare MVS vs. BEAR
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 Small-Cap Dividends (MVS) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVS | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 3 |
Median incremental investment | $830.57 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $908.04 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVS | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Financials (51.84 %) Materials (19.28 %) Industrials (9.86 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0.49 % | 1.38 % |
Key Summary
MVS | BEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 1.38 % |
Price | $19.74 | $7.63 |
Size | $86.589 million | $42.599 million |
10Y return | N/A | -59.11 % |
Annual distribution yield (5Y) | 4.91 % | 0.28 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 3 |
Median incremental investment | $830.57 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $908.04 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVS | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
MVS | BEAR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |