Compare AU

Compare MVS vs. SFY

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 SPDR S&P/ASX 50 Fund (SFY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVS

SFY

Popularity

Low

Low

Pearlers invested

9

15

Median incremental investment

$993.50

$551.36

Median investment frequency

Monthly

Monthly

Median total investment

$882.28

$1,245.25

Average age group

> 35

26 - 35


Key Summary

MVS

SFY

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.

SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.

Top 3 holdings

Perenti Ltd (2.29 %)

Pinnacle Investment Management Group Ltd (2.26 %)

Zip Co Ltd (2.23 %)

Commonwealth Bank of Australia (13.12 %)

BHP Group Ltd (9.84 %)

CSL Ltd (6.88 %)

Top 3 industries

Financials (59.86 %)

Materials (30.53 %)

Industrials (9.86 %)

Financials (54.81 %)

Materials (17.01 %)

Health Care (11.53 %)

Top 3 countries

Australia (99.99 %)

Australia (95.68 %)

United States (2.73 %)

New Zealand (1.11 %)

Management fee

0.49 %

0.2 %


Key Summary

MVS

SFY

Issuer

VanEck

SPDR

Tracking index

MVIS Australia Small-Cap Dividend Payers Index - AUD

S&P/ASX 50 Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.2 %

Price

$19.18

$73.25

Size

$164.560 million

$744.051 million

10Y return

N/A

39.76 %

Annual distribution yield (5Y)

5.26 %

5.79 %

Market

ASX

ASX

First listed date

28/05/2015

27/08/2001

Purchase fee

$6.50

$6.50


Community Stats

MVS

SFY

Popularity

Low

Low

Pearlers invested

9

15

Median incremental investment

$993.50

$551.36

Median investment frequency

Monthly

Monthly

Median total investment

$882.28

$1,245.25

Average age group

> 35

26 - 35


Pros and Cons

MVS

SFY

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

MVS

SFY

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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