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Compare MVS vs. USHY
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MVS and USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVS | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 6 |
Median incremental investment | $996.75 | $5,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,193.45 | $3,503.04 |
Average age group | > 35 | > 35 |
Key Summary
MVS | USHY | |
|---|---|---|
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. | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 23.01m in AUM and 1272 holdings. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. |
Top 3 holdings | Kingsgate Consolidated Ltd (3.54 %) Westgold Resources Ltd (2.65 %) Ora Banda Mining Ltd (2.61 %) | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) |
Top 3 industries | Materials (29.84 %) Industrials (20.16 %) Information Technology (19.89 %) | |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0.49 % | 0.3 % |
Key Summary
MVS | USHY | |
|---|---|---|
Issuer | VanEck | Global X |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.3 % |
Price | $24.11 | $10.68 |
Size | $229.337 million | $22.034 million |
10Y return | 60.63 % | N/A |
Annual distribution/ dividend yield (5Y) | 3.77 % | 4.62 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | USHY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 6 |
Median incremental investment | $996.75 | $5,000.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,193.45 | $3,503.04 |
Average age group | > 35 | > 35 |
Pros and Cons
MVS | USHY | |
|---|---|---|
Pros |
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Cons |
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MVS | USHY |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |