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Compare ZYUS vs. MVW
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 S&P 500 US Dividends & Low Volatility (ZYUS) and the Aussie Large-Caps (equal weight) (MVW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | MVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 80 | 250 |
Median incremental investment | $679.60 | $843.54 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,968.82 | $4,793.05 |
Average age group | > 35 | > 35 |
Key Summary
ZYUS | MVW | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees. |
Top 3 holdings | Altria Group Inc (3.38 %) Healthpeak Properties Inc (3.32 %) The Kraft Heinz Co (3.03 %) | Nextdc Ltd (1.79 %) PLS Group Ltd (1.69 %) Worley Ltd (1.58 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | Materials (32.40 %) Energy (30.06 %) Consumer Staples (19.56 %) |
Top 3 countries | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) | Australia (100.00 %) |
Management fee | 0.35 % | 0.35 % |
Key Summary
ZYUS | MVW | |
|---|---|---|
Issuer | ETFS | VanEck |
Tracking index | S&P 500 Low Volatility High Dividend Index | MVIS Australia Equal Weight Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.35 % |
Price | $13.72 | $37.82 |
Size | $69.352 million | $3.178 billion |
10Y return | 11.27 % | 61.76 % |
Annual distribution yield (5Y) | 4.54 % | 3.74 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 06/03/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | MVW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 80 | 250 |
Median incremental investment | $679.60 | $843.54 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,968.82 | $4,793.05 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | MVW | |
|---|---|---|
Pros |
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Cons |
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ZYUS | MVW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |