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Compare MVW vs. DJRE
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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVW | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 252 | 128 |
Median incremental investment | $847.60 | $1,036.54 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,464.80 | $3,922.10 |
Average age group | > 35 | > 35 |
Key Summary
MVW | DJRE | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. |
Top 3 holdings | Codan Ltd (2.00 %) QBE Insurance Group Ltd (1.48 %) JB Hi Fi Ltd (1.46 %) | Prologis Inc (8.64 %) Welltower Inc (8.23 %) Public Storage (7.09 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | Australia (100.00 %) | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) |
Management fee | 0.35 % | 0.2 % |
Key Summary
MVW | DJRE | |
|---|---|---|
Issuer | VanEck | State Street |
Tracking index | MVIS Australia Equal Weight Index - AUD | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.2 % |
Price | $38.22 | $21.03 |
Size | $3.292 billion | $500.196 million |
10Y return | 56.06 % | 2.14 % |
Annual distribution yield (5Y) | 3.86 % | 3.64 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | DJRE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 252 | 128 |
Median incremental investment | $847.60 | $1,036.54 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,464.80 | $3,922.10 |
Average age group | > 35 | > 35 |
Pros and Cons
MVW | DJRE | |
|---|---|---|
Pros |
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Cons |
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MVW | DJRE |
|---|---|
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 |