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Compare MVW vs. BGBL
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 Australian Equal Weight ETF (MVW) and the Betashares Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVW | BGBL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 256 | 491 |
Median incremental investment | $841.17 | $2,015.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,668.30 | $9,844.66 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVW | BGBL | |
---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the βIndexβ), before taking into account fees and expenses. |
Top 3 holdings | Technology One Ltd (1.89 %) Evolution Mining Ltd (1.78 %) WiseTech Global Ltd (1.58 %) | MSCI WORLD INDEX JUN25 (0 %) MICROSOFT CORP (4.82 %) APPLE INC (4.51 %) |
Top 3 industries | Information Technology (21.81 %) Materials (20.92 %) Consumer Staples (19.56 %) | Other (30.65 %) Information Technology (22.93 %) Financials (8.96 %) |
Top 3 countries | Australia (97.03 %) United States (2.97 %) | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) |
Management fee | 0.35 % | 0.08 % |
Key Summary
MVW | BGBL | |
---|---|---|
Issuer | VanEck | BetaShares |
Tracking index | MVIS Australia Equal Weight Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.08 % |
Price | $39.80 | $74.11 |
Size | $2.895 billion | N/A |
10Y return | 77.84 % | N/A |
Annual distribution yield (5Y) | 4.48 % | 0.35 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | BGBL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 256 | 491 |
Median incremental investment | $841.17 | $2,015.94 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,668.30 | $9,844.66 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVW | BGBL | |
---|---|---|
Pros |
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Cons |
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MVW | BGBL |
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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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |