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Compare MVW vs. VDBA
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 Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVW | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 253 | 70 |
Median incremental investment | $847.74 | $1,003.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,065.97 | $4,273.56 |
Average age group | > 35 | > 35 |
Key Summary
MVW | VDBA | |
|---|---|---|
Strategy | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. | VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes. |
Top 3 holdings | Pro Medicus Ltd (1.63 %) CSL Ltd (1.60 %) Aristocrat Leisure Ltd (1.56 %) | BHP Group Ltd. (2.15 %) Commonwealth Bank of Australia (1.72 %) CSL Ltd. (1.35 %) |
Top 3 industries | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) | Other (50.55 %) Financials (9.84 %) Information Technology (6.59 %) |
Top 3 countries | Australia (100.00 %) | United States (40.15 %) Australia (37.85 %) Japan (3.51 %) |
Management fee | 0.35 % | 0.27 % |
Key Summary
MVW | VDBA | |
|---|---|---|
Issuer | VanEck | Vanguard |
Tracking index | MVIS Australia Equal Weight Index - AUD | 20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.27 % |
Price | $38.09 | $59.77 |
Size | $3.236 billion | $1.129 million |
10Y return | 57.40 % | N/A |
Annual distribution yield (5Y) | 3.72 % | 3.68 % |
Market | ASX | ASX |
First listed date | 06/03/2014 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVW | VDBA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 253 | 70 |
Median incremental investment | $847.74 | $1,003.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,065.97 | $4,273.56 |
Average age group | > 35 | > 35 |
Pros and Cons
MVW | VDBA | |
|---|---|---|
Pros |
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Cons |
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MVW | VDBA |
|---|---|
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 |