MVW - MVIS Australia Equal Weight Index

 MVW

2026 aug

https://www.vaneck.com.au/etf/equity/mvw/snapshot/

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Chart

If the ave 2015 price was $20 and the ave 2026 price is $40 , 

one can extrapolate that it doubled in roughly 11 years.

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The VanEck Australian Equal Weight ETF (ASX: MVW) is an exchange-traded fund launched in March 2014 that tracks the MVIS Australia Equal Weight Index. Unlike standard index funds heavily weighted toward mega-caps like banks and miners, MVW holds over 60 large and liquid ASX stocks in equal proportions, charging a management fee of 0.35% p.a. [1, 2, 3, 4, 5]

Key Features

Equal Weighting Strategy: Every company in the fund accounts for roughly the same percentage (around 1.4% to 1.6%) of the portfolio.
Reduced Concentration Risk: Limits heavy exposure to top-heavy sectors like the big four Australian banks or BHP and Rio Tinto.
Mid-Cap Tilt: Provides more balance toward mid-sized and growing companies compared to standard market-capitalisation weighted funds (like the ASX 200).
Distributions: Pays dividends semi-annually (twice a year). [1, 2, 3, 4, 5]

Fund Profile

Inception Date: March 4, 2014
Management Cost: 0.35% per year
Asset Class: Australian Equities
Number of Holdings: ~60 to 70 large/liquid ASX stocks [1, 2, 3, 4]

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While there is no dedicated pure-play small-cap-only equal-weighted ETF on the ASX, the closest and most popular equivalent is the VanEck Australian Equal Weight ETF (ASX: MVW), which mixes large, mid, and small caps to naturally tilt exposure away from giant mega-cap stocks.

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