Compare AU
Compare MVS vs. GEAR
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 BetaShares Geared Australian Equity Fund (Hedge Fund) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVS | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 196 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $896.08 | $2,273.76 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVS | GEAR | |
|---|---|---|
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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | Pinnacle Investment Management Group Ltd (2.29 %) Perenti Ltd (2.29 %) Gold Road Resources Ltd (2.11 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Financials (60.72 %) Materials (29.97 %) Industrials (9.86 %) | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) |
Top 3 countries | Australia (99.99 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.49 % | 0.8 % |
Key Summary
MVS | GEAR | |
|---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.8 % |
Price | $19.48 | $31.58 |
Size | $165.751 million | $492.306 million |
10Y return | N/A | 60.14 % |
Annual distribution yield (5Y) | 4.91 % | 9.20 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 196 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $896.08 | $2,273.76 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVS | GEAR | |
|---|---|---|
Pros |
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Cons |
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MVS | GEAR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |