Compare AU

Compare HVST vs. MVOL

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

BetaShares Australian Dividend Harvester 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 Australian Dividend Harvester Fund (Managed Fund) (HVST) 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

HVST

MVOL

Popularity

Low

Low

Pearlers invested

53

2

Median incremental investment

$993.50

$2,592.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,004.68

$2,735.70

Average age group

> 35

> 35


Key Summary

HVST

MVOL

Strategy

HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 240.78m in AUM and 45 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis.

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

BETASHARES AUSTRALIA 200 ETF (24.67 %)

BETASHARES AUSTRALIAN RESOURCE (8.94 %)

BETASHARES S&P/ASX FINANCIAL S (8.58 %)

TELSTRA GROUP LTD (6.18 %)

COMMONWEALTH BANK OF AUSTRALIA (4.46 %)

CSL LTD (4.21 %)

Top 3 industries

Other (54.66 %)

Financials (10.44 %)

Health Care (6.47 %)

Financials (30.98 %)

Materials (14.27 %)

Industrials (11.65 %)

Top 3 countries

Australia (97.05 %)

United States (2.00 %)

United Kingdom of Great Britain and Northern Ireland (0.56 %)

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

Management fee

0.65 %

0.3 %


Key Summary

HVST

MVOL

Issuer

BetaShares

iShares

Tracking index

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

Asset class

ETF

ETF

Management fee

0.65 %

0.3 %

Price

$13.73

$33.16

Size

$242.600 million

$25.881 million

10Y return

-46.28 %

N/A

Annual distribution yield (5Y)

8.97 %

5.16 %

Market

ASX

ASX

First listed date

03/11/2014

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

HVST

MVOL

Popularity

Low

Low

Pearlers invested

53

2

Median incremental investment

$993.50

$2,592.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,004.68

$2,735.70

Average age group

> 35

> 35


Pros and Cons

HVST

MVOL

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower exposure to US market

  • Lower distribution yield

HVST

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

Higher distribution yield

Lower distribution yield

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