Compare AU
Compare USIG 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, shares and ETFs are a popular choice. Two options in the ASX are USIG and MVS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USIG | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $665.05 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,555.29 | $896.08 |
Average age group | 26 - 35 | > 35 |
Key Summary
USIG | MVS | |
|---|---|---|
Strategy | N/A | 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 | Global X Usd Corporate Bond ETF (Currency Hedged) (100 %) | Pinnacle Investment Management Group Ltd (2.29 %) Perenti Ltd (2.29 %) Gold Road Resources Ltd (2.11 %) |
Top 3 industries | Financials (60.72 %) Materials (29.97 %) Industrials (9.86 %) | |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0 % | 0.49 % |
Key Summary
USIG | MVS | |
|---|---|---|
Issuer | VanEck | |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.49 % |
Price | $9.51 | $19.48 |
Size | N/A | $165.751 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 1.38 % | 4.91 % |
Market | ASX | ASX |
First listed date | 04/04/2023 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USIG | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 9 |
Median incremental investment | $665.05 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,555.29 | $896.08 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
USIG | MVS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
USIG | MVS |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |