Compare AU

Compare REIT vs. MVS

Compare shares and ETFs on the ASX that you can trade on Pearler.

FTSE Global Property (ex-AUS hedged)

ASX

Buy

Buy

Overview
Performance

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 FTSE Global Property (ex-AUS hedged) (REIT) and the Aussie Small-Cap Dividends (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

REIT

MVS

Popularity

Low

Low

Pearlers invested

104

9

Median incremental investment

$835.54

$830.57

Median investment frequency

Monthly

Monthly

Median total investment

$1,182.96

$919.54

Average age group

26 - 35

> 35


Key Summary

REIT

MVS

Strategy

REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities

MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment.

Top 3 holdings

Prologis Inc (6.47 %)

Equinix Inc (5.27 %)

Welltower Inc (5.06 %)

Zip Co Ltd (2.44 %)

Pinnacle Investment Management Group Ltd (2.29 %)

HUB24 Ltd (2.13 %)

Top 3 industries

Real Estate (100.00 %)

Other (8.61 %)

Financials (51.84 %)

Materials (19.28 %)

Industrials (9.86 %)

Top 3 countries

United States (73.96 %)

Japan (5.45 %)

Singapore (3.61 %)

Australia (99.99 %)

Management fee

0.43 %

0.49 %


Key Summary

REIT

MVS

Issuer

VanEck

VanEck

Tracking index

FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD

MVIS Australia Small-Cap Dividend Payers Index - AUD

Asset class

ETF

ETF

Management fee

0.43 %

0.49 %

Price

$16.43

$19.99

Size

$415.826 million

$86.589 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.17 %

4.91 %

Market

ASX

ASX

First listed date

02/04/2019

28/05/2015

Purchase fee

$6.50

$6.50


Community Stats

REIT

MVS

Popularity

Low

Low

Pearlers invested

104

9

Median incremental investment

$835.54

$830.57

Median investment frequency

Monthly

Monthly

Median total investment

$1,182.96

$919.54

Average age group

26 - 35

> 35


Pros and Cons

REIT

MVS

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

REIT

MVS

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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