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Compare MVW vs. HGBL
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 Large-Caps (equal weight) (MVW) and the Betashares Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVW | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 248 | 107 |
Median incremental investment | $845.70 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,014.28 | $27,504.36 |
Average age group | > 35 | > 35 |
Key Summary
MVW | HGBL | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Nextdc Ltd (1.91 %) Dyno Nobel Ltd (1.70 %) Worley Ltd (1.68 %) | MSCI WORLD INDEX JUN26 (0 %) NVIDIA CORP (5.83 %) APPLE INC (5.08 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | Australia (100.00 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 0.35 % | 0.11 % |
Key Summary
MVW | HGBL | |
|---|---|---|
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 % | 0.11 % |
Price | $37.42 | $84.89 |
Size | $3.259 billion | $2.661 billion |
10Y return | 56.77 % | N/A |
Annual distribution yield (5Y) | 3.74 % | 1.40 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 248 | 107 |
Median incremental investment | $845.70 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,014.28 | $27,504.36 |
Average age group | > 35 | > 35 |
Pros and Cons
MVW | HGBL | |
|---|---|---|
Pros |
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Cons |
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MVW | HGBL |
|---|---|
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 |