Compare AU

Compare BSUB vs. MVOL

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

BetaShares Aus Major Bank Subordinated Debt ETF

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 Aus Major Bank Subordinated Debt ETF (BSUB) 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

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

$5,011.68

$2,770.35

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 19.74m in AUM and 94 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

$25.47

$33.38

Size

$116.894 million

$20.417 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

$5,011.68

$2,770.35

Average age group

> 35

> 35


Pros and Cons

BSUB

MVOL

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

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

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