At a glance
Side-by-side comparison
| Metric |
MIDS
Antipodes Global SMID Active ETF
|
VVLU
Vanguard Global Value Equity Active ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
—
|
Vanguard
|
| Tracks index |
—
|
MSCI World ex Australia Value Index
|
| Categories |
Intl, Small-Cap, Active
|
Intl, Factor, Value
|
| Listed since |
—
|
2017 (9 yrs)
|
| Fund size (AUM) |
$246m
|
—
|
| Cost & income | ||
| Management fee |
1.2%
|
0.28%
|
| Dividend yield |
0.45%
|
5.2%
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
35%
|
| Tax drag | 0.14% | 2.5% |
| Returns |
Tax bracket
|
|
| 1-year return |
24.3%
net
|
20.8%
net
|
| 3-year return |
25.6%
net
|
18.5%
net
|
| 5-year return |
—
|
13.4%
net
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
11.9%
|
—
|
| Volatility (5y) |
—
|
—
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
1.66
|
—
|
| Sharpe ratio (5y) |
—
|
—
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Top-4% returns over 3 years (10th of 226 ETFs we track).
- Strong risk-adjusted returns (3-year Sharpe ratio 1.66).
- A 1.2% management fee is high and compounds against you over time.
- Top-12% returns over 5 years (23rd of 188 ETFs we track).
- Low-cost: a 0.28% management fee keeps more of the return in your pocket.
Frequently Asked Questions
MIDS and VVLU are 2 Australian-listed ETFs we compare side by side. VVLU carries the lower management fee (0.28%). Over 3 years, MIDS has delivered the higher total return (25.6% a year). The table above breaks down fees, returns, income and risk for each.
VVLU has the lower management fee at 0.28% a year, versus MIDS 1.2%.
Over the past 3 years, MIDS has delivered the higher total return at 25.6% a year. Past performance is not a reliable indicator of future returns.
VVLU pays the higher at 5.2%. Remember distributions are taxed each year at your marginal rate.
MIDS is the larger fund by assets ($246m). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.