Compare AU

Compare AUST vs. MVOL

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Managed Risk AUS Sh Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 BetaShares Managed Risk AUS Sh Fund (Managed Fund) (AUST) and the Edge MSCI Australia Minimum Volatility (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

AUST

MVOL

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$506.85

$2,592.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,944.32

$2,689.50

Average age group

< 26

> 35


Key Summary

AUST

MVOL

Strategy

AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk

MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses.

Top 3 holdings

COMMONWEALTH BANK OF AUSTRALIA (10.13 %)

BHP GROUP LTD (7.81 %)

CSL LTD (5.35 %)

TELSTRA GROUP LTD (6.29 %)

COMMONWEALTH BANK OF AUSTRALIA (4.50 %)

CSL LTD (4.36 %)

Top 3 industries

Financials (27.33 %)

Other (19.50 %)

Materials (15.01 %)

Financials (30.97 %)

Materials (13.87 %)

Industrials (12.15 %)

Top 3 countries

Australia (94.91 %)

United States (3.06 %)

New Zealand (1.56 %)

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

Management fee

0.49 %

0.3 %


Key Summary

AUST

MVOL

Issuer

BetaShares

iShares

Tracking index

S&P/ASX 200 Index - AUD

MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.3 %

Price

$17.36

$32.60

Size

$31.762 million

$20.244 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.83 %

5.16 %

Market

ASX

ASX

First listed date

10/11/2015

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

AUST

MVOL

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$506.85

$2,592.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,944.32

$2,689.50

Average age group

< 26

> 35


Pros and Cons

AUST

MVOL

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

AUST

MVOL

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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