Compare AU
Compare MVS vs. WDMF
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 Aussie Small-Cap Dividends (MVS) and the Edge MSCI World Multifactor (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVS | WDMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 1 |
Median incremental investment | $830.57 | $15,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $905.28 | $144,979.12 |
Average age group | > 35 | > 35 |
Key Summary
MVS | WDMF | |
|---|---|---|
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. | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. |
Top 3 holdings | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) | MICROSOFT CORP (4.67 %) APPLE INC (4.18 %) NVIDIA CORP (4.14 %) |
Top 3 industries | Financials (50.33 %) Materials (30.57 %) Industrials (9.86 %) | Information Technology (26.81 %) Financials (15.04 %) Consumer Discretionary (12.37 %) |
Top 3 countries | Australia (99.99 %) | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) |
Management fee | 0.49 % | 0.35 % |
Key Summary
MVS | WDMF | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | MSCI World Diversified Multiple-Factor (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.35 % |
Price | $19.68 | $48.07 |
Size | $167.964 million | $175.375 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.91 % | 5.03 % |
Market | ASX | ASX |
First listed date | 28/05/2015 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVS | WDMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 1 |
Median incremental investment | $830.57 | $15,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $905.28 | $144,979.12 |
Average age group | > 35 | > 35 |
Pros and Cons
MVS | WDMF | |
|---|---|---|
Pros |
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Cons |
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MVS | WDMF |
|---|---|
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 |