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Compare AU
Compare MVS vs. MTUM
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 Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVS | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 11 |
Median incremental investment | $996.75 | $813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,138.01 | $1,722.60 |
Average age group | > 35 | > 35 |
Key Summary
MVS | MTUM | |
|---|---|---|
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. | N/A |
Top 3 holdings | Kingsgate Consolidated Ltd (2.70 %) Westgold Resources Ltd (2.52 %) SRG Global Ltd (2.48 %) | SPI 200 FUTURES DEC25 (0 %) TELSTRA GROUP LTD (9.88 %) WESTPAC BANKING CORP (7.75 %) |
Top 3 industries | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0.49 % | 0 % |
Key Summary
MVS | MTUM | |
|---|---|---|
Issuer | VanEck | |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.49 % | 0 % |
Price | $22.99 | $28.71 |
Size | $216.064 million | N/A |
10Y return | 45.41 % | N/A |
Annual distribution yield (5Y) | 3.86 % | 0.91 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 11 |
Median incremental investment | $996.75 | $813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,138.01 | $1,722.60 |
Average age group | > 35 | > 35 |
Pros and Cons
MVS | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
MVS | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |