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Compare MVW vs. IOZ
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 iShares Core S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVW | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 251 | 972 |
Median incremental investment | $843.58 | $997.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,723.20 | $2,850.32 |
Average age group | > 35 | > 35 |
Key Summary
MVW | IOZ | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | Ampol Ltd (1.57 %) Woodside Energy Group Ltd (1.55 %) Suncorp Group Ltd (1.49 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) |
Top 3 countries | Australia (100.00 %) | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) |
Management fee | 0.35 % | 0.05 % |
Key Summary
MVW | IOZ | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Equal Weight Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.05 % |
Price | $36.90 | $34.76 |
Size | $3.125 billion | $8.257 billion |
10Y return | 67.65 % | 65.92 % |
Annual distribution yield (5Y) | 3.74 % | 3.84 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 251 | 972 |
Median incremental investment | $843.58 | $997.55 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,723.20 | $2,850.32 |
Average age group | > 35 | > 35 |
Pros and Cons
MVW | IOZ | |
|---|---|---|
Pros |
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Cons |
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MVW | IOZ |
|---|---|
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 |