Compare AU
Compare MVS vs. WDIV
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 SPDR S&P Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVS | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 36 |
Median incremental investment | $1,000.00 | $662.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $973.61 | $2,503.90 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVS | WDIV | |
|---|---|---|
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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 288.81m in AUM and 103 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | Domain Holdings Australia Ltd Ordinary Shares (2.57 %) Helia Group Ltd (2.53 %) Gold Road Resources Ltd (2.52 %) | Altria Group Inc (1.64 %) APA Group (1.60 %) Bouygues (1.55 %) |
Top 3 industries | Materials (30.07 %) Financials (29.23 %) Consumer Discretionary (19.84 %) | Communication Services (20.33 %) Consumer Discretionary (20.28 %) Real Estate (19.79 %) |
Top 3 countries | Australia (99.99 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.49 % | 0.35 % |
Key Summary
MVS | WDIV | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.35 % |
Price | $18.37 | $20.44 |
Size | $167.448 million | $288.186 million |
10Y return | N/A | 8.49 % |
Annual distribution yield (5Y) | 4.86 % | 4.86 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 36 |
Median incremental investment | $1,000.00 | $662.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $973.61 | $2,503.90 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVS | WDIV | |
|---|---|---|
Pros |
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Cons |
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MVS | WDIV |
|---|---|
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 |