Compare AU
Compare BSUB 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 Aus Major Bank Subordinated Debt ETF (BSUB) 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
BSUB | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $7,504.38 | $2,592.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,035.32 | $2,709.30 |
Average age group | > 35 | > 35 |
Key Summary
BSUB | MVOL | |
|---|---|---|
Strategy | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 20.73m in AUM and 101 holdings. 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 5.6529% AUG-31 (9.61 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.3055% JAN-34 (9.43 %) WESTPAC BANKING CORP 6.6537% JUN-33 (9.38 %) | TELSTRA GROUP LTD (6.43 %) COMMONWEALTH BANK OF AUSTRALIA (5.47 %) ANZ GROUP HOLDINGS LTD (3.86 %) |
Top 3 industries | Financials (32.75 %) Materials (15.90 %) Industrials (11.67 %) | |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.29 % | 0.3 % |
Key Summary
BSUB | MVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.3 % |
Price | $25.56 | $32.84 |
Size | $141.775 million | $20.156 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.54 % | 5.08 % |
Market | ASX | ASX |
First listed date | 07/05/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BSUB | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 2 |
Median incremental investment | $7,504.38 | $2,592.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,035.32 | $2,709.30 |
Average age group | > 35 | > 35 |
Pros and Cons
BSUB | MVOL | |
|---|---|---|
Pros |
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Cons |
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BSUB | MVOL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |