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Compare MVS vs. CORE
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 Schroder Global Core Fund - Active ETF (CORE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVS | CORE | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 8 | 0 |
Median incremental investment | $1,000.00 | $96.60 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,003.37 | $0 |
Average age group | > 35 | N/A |
Key Summary
MVS | CORE | |
|---|---|---|
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. | CORE.AX was created on 2017-09-19 by ETFS. The fund's investment portfolio concentrates primarily on theme equity. |
Top 3 holdings | SRG Global Ltd (2.39 %) Gold Road Resources Ltd (2.29 %) Austal Ltd (2.26 %) | Chunghwa Telecom Co Ltd (4.02 %) Taiwan Mobile Co Ltd (2.72 %) Far EasTone Telecommunications Co Ltd (2.21 %) |
Top 3 industries | Industrials (40.19 %) Financials (20.07 %) Materials (19.87 %) | Communication Services (68.27 %) Utilities (23.87 %) Industrials (7.87 %) |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0.49 % | 0.45 % |
Key Summary
MVS | CORE | |
|---|---|---|
Issuer | VanEck | ETFS |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | Solactive Global Core Infrastructure Low Volatility Index - USD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.45 % |
Price | $20.27 | $10.27 |
Size | $175.197 million | N/A |
10Y return | 27.73 % | N/A |
Annual distribution yield (5Y) | 3.88 % | 2.81 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 20/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | CORE | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 8 | 0 |
Median incremental investment | $1,000.00 | $96.60 |
Median investment frequency | Monthly | Weekly |
Median total investment | $1,003.37 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MVS | CORE | |
|---|---|---|
Pros |
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Cons |
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MVS | CORE |
|---|---|
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 |