Compare AU
Compare VEFI vs. MVB
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 Vanguard Ethically Conscious Glb Agg Bond Index (Hedged) ETF (VEFI) and the VanEck Australian Banks ETF (MVB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VEFI | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 108 |
Median incremental investment | $2,216.58 | $746.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,233.65 | $1,627.94 |
Average age group | 26 - 35 | > 35 |
Key Summary
VEFI | MVB | |
|---|---|---|
Strategy | VEFI.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Ethically Conscious Global Aggregate Bond Index Fund (Hedged) AUD Hedged seeks to track the return of the Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index Hedged into Australian dollars before taking into account fees, expenses and tax. | 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 | French Republic Government Bond OAT 0.75 2028-11-25 (0.48 %) United States Treasury Note/Bond 0.75 2023-12-31 (0.46 %) Italy Buoni Poliennali Del Tesoro (0.46 %) | ANZ Group Holdings Ltd (20.31 %) Westpac Banking Corp (20.21 %) Commonwealth Bank of Australia (20.02 %) |
Top 3 industries | Financials (0.00 %) | Financials (99.97 %) Other (0.13 %) |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.26 % | 0.28 % |
Key Summary
VEFI | MVB | |
|---|---|---|
Issuer | Vanguard | VanEck |
Tracking index | Bloomberg Barclays MSCI Global Aggregate SRI Exclusions Float Adjusted Index hedged in AUD - AUD - Australia Dollar | MVIS Australia Banks Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.28 % |
Price | $42.55 | $35.39 |
Size | $4.218 million | $213.950 million |
10Y return | N/A | 17.46 % |
Annual distribution yield (5Y) | 3.42 % | 6.04 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VEFI | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 108 |
Median incremental investment | $2,216.58 | $746.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,233.65 | $1,627.94 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VEFI | MVB | |
|---|---|---|
Pros |
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Cons |
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VEFI | MVB |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |