Compare AU
Compare DVDY 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 VanEck Morningstar Australian Moat Income ETF (DVDY) 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
DVDY | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 2 |
Median incremental investment | $645.00 | $2,592.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,567.68 | $2,743.13 |
Average age group | > 35 | > 35 |
Key Summary
DVDY | MVOL | |
|---|---|---|
Strategy | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. | 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 20.3m 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 | Perpetual Ltd (4.44 %) Ansell Ltd (4.44 %) Computershare Ltd (4.39 %) | TELSTRA GROUP LTD (6.18 %) COMMONWEALTH BANK OF AUSTRALIA (4.46 %) CSL LTD (4.21 %) |
Top 3 industries | Financials (30.64 %) Industrials (30.08 %) Consumer Discretionary (20.05 %) | Financials (30.98 %) Materials (14.27 %) Industrials (11.65 %) |
Top 3 countries | Australia (100.00 %) | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) |
Management fee | 0.35 % | 0.3 % |
Key Summary
DVDY | MVOL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Australia Dividend Yield Focus Index - AUD | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.3 % |
Price | $22.72 | $33.25 |
Size | $66.679 million | $25.881 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.64 % | 5.16 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DVDY | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 2 |
Median incremental investment | $645.00 | $2,592.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,567.68 | $2,743.13 |
Average age group | > 35 | > 35 |
Pros and Cons
DVDY | MVOL | |
|---|---|---|
Pros |
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Cons |
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DVDY | MVOL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |