Compare AU

Compare SPY vs. MVB

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

SPDR S&P 500 ETF Trust

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 SPDR S&P 500 ETF Trust (SPY) and the Aussie Large-Cap Banks (MVB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SPY

MVB

Popularity

Low

Low

Pearlers invested

209

101

Median incremental investment

$1,188.75

$710.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,840.04

$1,820.31

Average age group

26 - 35

> 35


Key Summary

SPY

MVB

Strategy

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index).

MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index.

Top 3 holdings

Apple Inc (7.00 %)

NVIDIA Corp (6.60 %)

Microsoft Corp (6.23 %)

Commonwealth Bank of Australia (21.40 %)

Westpac Banking Corp (19.94 %)

National Australia Bank Ltd (19.54 %)

Top 3 industries

Information Technology (61.49 %)

Consumer Discretionary (16.26 %)

Communication Services (12.67 %)

Financials (99.87 %)

Other (0.13 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

Australia (100.00 %)

Management fee

0.0945 %

0.28 %


Key Summary

SPY

MVB

Issuer

SPDR

VanEck

Tracking index

S&P 500

MVIS Australia Banks Index - AUD

Asset class

ETF

ETF

Management fee

0.0945 %

0.28 %

Price

$946.68

$38.73

Size

$958.570 billion

$232.561 million

10Y return

286.56 %

53.14 %

Annual distribution yield (5Y)

1.31 %

6.55 %

Market

ASX

ASX

First listed date

13/10/2014

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

SPY

MVB

Popularity

Low

Low

Pearlers invested

209

101

Median incremental investment

$1,188.75

$710.00

Median investment frequency

Monthly

Monthly

Median total investment

$2,840.04

$1,820.31

Average age group

26 - 35

> 35


Pros and Cons

SPY

MVB

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

SPY

MVB

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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