At a glance
Side-by-side comparison
| Metric |
MVA
VanEck Australian Property ETF
|
VAP
Vanguard Australian Property Securities Index ETF
|
DJRE
State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF
|
REIT
VanEck FTSE International Property (AUD Hedged) ETF
|
|---|---|---|---|---|
| Snapshot | ||||
| Provider |
VanEck
|
Vanguard
|
State Street
|
VanEck
|
| Tracks index |
MVIS Australia A-REITs Index
|
S&P/ASX 300 A-REIT Index
|
Dow Jones Global Select Real Estate Securities ESG Tilted Index
|
FTSE EPRA Nareit Developed ex Australia Rental Hedged into AUD Index
|
| Categories |
AU, Thematic
|
AU, Thematic, Market-Cap
|
Intl, Thematic, ESG, Market-Cap
|
Intl, Thematic
|
| Listed since |
2013 (13 yrs)
|
2010 (16 yrs)
|
2013 (13 yrs)
|
2017 (9 yrs)
|
| Fund size (AUM) |
$837m
|
$3bn
|
$535m
|
$803m
|
| Cost & income | ||||
| Management fee |
0.35%
|
0.22%
|
0.2%
|
0.2%
|
| Dividend yield |
5.59%
|
2.92%
|
2.66%
|
4.36%
|
| Franking |
5%
|
20%
|
0%
|
0%
|
| Turnover |
16%
|
8%
|
15%
|
5%
|
| Tax drag | 2.09% | 0.96% | 1.21% | 1.52% |
| Returns |
Tax bracket
|
|||
| 1-year return |
0%
net
|
-5.2%
net
|
10.6%
net
|
18.7%
net
|
| 3-year return |
9.5%
net
|
9.7%
net
|
8.3%
net
|
8.7%
net
|
| 5-year return |
5.6%
net
|
5.3%
net
|
3%
net
|
0.9%
net
|
| 10-year return |
5.7%
net
|
5.2%
net
|
3.6%
net
|
—
|
| Risk | ||||
| Volatility (3y) |
18.3%
|
19.2%
|
11.8%
|
14.8%
|
| Volatility (5y) |
19.3%
|
20.6%
|
12.8%
|
16.9%
|
| Volatility (10y) |
20.8%
|
21%
|
13.3%
|
—
|
| Sharpe ratio (3y) |
0.36
|
0.37
|
0.39
|
0.36
|
| Sharpe ratio (5y) |
0.21
|
0.2
|
0.12
|
—
|
| Sharpe ratio (10y) |
0.27
|
0.25
|
0.17
|
—
|
| 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
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- High 5.59% income yield — good for investors who want regular cash flow.
- Has lagged most peers over 1 year (259th of 308).
- Low-cost: a 0.22% management fee keeps more of the return in your pocket.
- Has lagged most peers over 1 year (283rd of 308).
- Low-cost: a 0.2% management fee keeps more of the return in your pocket.
- Has lagged most peers over 10 years (83rd of 108).
- Top-18% returns over 1 year (56th of 308 ETFs we track).
- Low-cost: a 0.2% management fee keeps more of the return in your pocket.
- Has lagged most peers over 5 years (157th of 188).
Frequently Asked Questions
MVA, VAP, DJRE, and REIT are 4 Australian-listed ETFs we compare side by side. DJRE carries the lowest management fee (0.2%). Over 10 years, MVA has delivered the highest total return (5.7% a year). The table above breaks down fees, returns, income and risk for each.
DJRE has the lowest management fee at 0.2% a year, versus MVA 0.35%, VAP 0.22%, and REIT 0.2%.
Over the past 10 years, MVA has delivered the highest total return at 5.7% a year. Past performance is not a reliable indicator of future returns.
MVA pays the highest at 5.59%. Remember distributions are taxed each year at your marginal rate.
VAP is the largest fund by assets ($3bn). 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.