Compare AU

Compare MVS vs. IBUY

Compare shares and ETFs on the ASX that you can trade on Pearler.

Aussie Small-Cap Dividends

ASX

Buy

Buy

Overview
Performance

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 BetaShares Online Retail and E-Commerce ETF (IBUY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVS

IBUY

Popularity

Low

Low

Pearlers invested

9

8

Median incremental investment

$830.57

$504.29

Median investment frequency

Monthly

Monthly

Median total investment

$905.28

$885.78

Average age group

> 35

> 35


Key Summary

MVS

IBUY

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.

IBUY.AX was created on 2022-02-14 by BetaShares. The fund's investment portfolio concentrates primarily on consumer discretionary equity. IBUY.AX aims to track the performance of an Index (before fees and expenses) that provides exposure to a portfolio of the worlds leading online retailers.

Top 3 holdings

Zip Co Ltd (2.44 %)

Pinnacle Investment Management Group Ltd (2.29 %)

HUB24 Ltd (2.13 %)

TENCENT HOLDINGS LTD (6.91 %)

PDD HOLDINGS INC (6.57 %)

BOOKING HOLDINGS INC (6.49 %)

Top 3 industries

Financials (50.33 %)

Materials (30.57 %)

Industrials (9.86 %)

Consumer Discretionary (39.35 %)

Other (34.07 %)

Communication Services (12.09 %)

Top 3 countries

Australia (99.99 %)

United States (47.12 %)

China (32.18 %)

Brazil (5.08 %)

Management fee

0.49 %

0.67 %


Key Summary

MVS

IBUY

Issuer

VanEck

BetaShares

Tracking index

MVIS Australia Small-Cap Dividend Payers Index - AUD

Solactive EQM Online Retail and E-Commerce Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.49 %

0.67 %

Price

$19.68

$15.54

Size

$167.964 million

$3.356 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.91 %

- %

Market

ASX

ASX

First listed date

28/05/2015

15/02/2022

Purchase fee

$6.50

$6.50


Community Stats

MVS

IBUY

Popularity

Low

Low

Pearlers invested

9

8

Median incremental investment

$830.57

$504.29

Median investment frequency

Monthly

Monthly

Median total investment

$905.28

$885.78

Average age group

> 35

> 35


Pros and Cons

MVS

IBUY

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

MVS

IBUY

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

Higher distribution yield

Lower distribution yield

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