Compare AU
Compare MVS vs. BOND
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 Small Companies Masters ETF (MVS) and the SPDR S&P/ASX Australian Bond Fund (BOND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVS | BOND | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 12 |
Median incremental investment | $993.50 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $896.08 | $865.26 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVS | BOND | |
---|---|---|
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. | BOND.AX was created on 2012-07-26 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The SPDR S&P/ASX Australian Bond Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Australian Fixed Interest Index. |
Top 3 holdings | Pinnacle Investment Management Group Ltd (2.29 %) Perenti Ltd (2.29 %) Gold Road Resources Ltd (2.11 %) | Australia (Commonwealth of) 4.5% (2.13 %) |
Top 3 industries | Financials (60.72 %) Materials (29.97 %) Industrials (9.86 %) | |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0.49 % | 0.24 % |
Key Summary
MVS | BOND | |
---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | S&P/ASX Australian Fixed Interest Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.24 % |
Price | $19.48 | $25.08 |
Size | $165.751 million | $40.041 million |
10Y return | N/A | -4.38 % |
Annual distribution yield (5Y) | 4.91 % | 1.19 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 27/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | BOND | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 12 |
Median incremental investment | $993.50 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $896.08 | $865.26 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVS | BOND | |
---|---|---|
Pros |
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Cons |
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MVS | BOND |
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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 |