Compare AU
Compare REIT vs. MVS
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 Ftse International Property (Aud Hedged) ETF (REIT) and the VanEck Small Companies Masters ETF (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 | $835.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,131.00 | $896.08 |
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 (6.60 %) Equinix Inc (6.21 %) Welltower Inc (5.31 %) | Pinnacle Investment Management Group Ltd (2.29 %) Perenti Ltd (2.29 %) Gold Road Resources Ltd (2.11 %) |
Top 3 industries | Real Estate (100.00 %) Other (8.61 %) | Financials (60.72 %) Materials (29.97 %) 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 | $15.60 | $19.48 |
Size | $465.541 million | $165.751 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 | $835.75 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,131.00 | $896.08 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
REIT | MVS | |
|---|---|---|
Pros |
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Cons |
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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 |