Compare AU
Compare SPY vs. MVE
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 SPDR S&P 500 ETF Trust (SPY) and the S&P Aussie 50 Mid-Caps (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 36 |
Median incremental investment | $1,192.00 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $2,917.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | MVE | |
|---|---|---|
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). | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | CAR Group Ltd (4.68 %) Pro Medicus Ltd (4.41 %) REA Group Ltd (4.03 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Communication Services (25.45 %) Materials (17.95 %) Information Technology (17.84 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) |
Management fee | 0.0945 % | 0.45 % |
Key Summary
SPY | MVE | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P 500 | S&P/ASX Midcap 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.45 % |
Price | $950.52 | $40.80 |
Size | $1.005 trillion | $316.300 million |
10Y return | 290.97 % | 107.32 % |
Annual distribution yield (5Y) | 1.31 % | 3.49 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 36 |
Median incremental investment | $1,192.00 | $668.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $2,917.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | MVE | |
|---|---|---|
Pros |
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Cons |
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SPY | MVE |
|---|---|
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 |