Compare AU
Compare AUST vs. MVOL
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 BetaShares Managed Risk AUS Sh Fund (Managed Fund) (AUST) and the iShares Edge MSCI Australia Minimum Volatility ETF (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 | $1,960.00 | $2,720.85 |
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 (10.33 %) BHP GROUP LTD (7.76 %) CSL LTD (5.11 %) | TELSTRA GROUP LTD (6.29 %) COMMONWEALTH BANK OF AUSTRALIA (4.50 %) CSL LTD (4.36 %) |
Top 3 industries | Financials (29.57 %) Materials (15.36 %) Other (15.13 %) | Financials (30.98 %) Materials (14.27 %) Industrials (11.65 %) |
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 | $17.50 | $32.98 |
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 | $1,960.00 | $2,720.85 |
Average age group | < 26 | > 35 |
Pros and Cons
AUST | MVOL | |
|---|---|---|
Pros |
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Cons |
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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 |