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Compare IVV 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 iShares S&P 500 ETF (IVV) 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
IVV | MVOL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 21,368 | 2 |
Median incremental investment | $993.50 | $504.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,249.11 | $2,899.88 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | MVOL | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | TELSTRA GROUP LTD (5.53 %) BHP GROUP LTD (4.44 %) COMMONWEALTH BANK OF AUSTRALIA (3.74 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) |
Management fee | 0.04 % | 0.3 % |
Key Summary
IVV | MVOL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.3 % |
Price | $69.13 | $35.15 |
Size | $13.171 billion | $28.457 million |
10Y return | 278.40 % | N/A |
Annual distribution yield (5Y) | 1.22 % | 4.15 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | MVOL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 21,368 | 2 |
Median incremental investment | $993.50 | $504.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,249.11 | $2,899.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | MVOL | |
|---|---|---|
Pros |
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Cons |
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IVV | MVOL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |