Compare AU
Compare MVA vs. WVOL
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 Aussie Large-Cap Property (MVA) and the Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVA | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 4 |
Median incremental investment | $600.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,293.48 | $3,654.27 |
Average age group | > 35 | > 35 |
Key Summary
MVA | WVOL | |
|---|---|---|
Strategy | MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Goodman Group (11.38 %) Scentre Group (10.37 %) Stockland Corp Ltd (10.17 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Real Estate (100.00 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | Australia (100.00 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.35 % | 0.3 % |
Key Summary
MVA | WVOL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia A-REITs Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.3 % |
Price | $23.05 | $42.74 |
Size | $613.352 million | $89.893 million |
10Y return | 33.78 % | N/A |
Annual distribution yield (5Y) | 4.91 % | 2.71 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVA | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 82 | 4 |
Median incremental investment | $600.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,293.48 | $3,654.27 |
Average age group | > 35 | > 35 |
Pros and Cons
MVA | WVOL | |
|---|---|---|
Pros |
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Cons |
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MVA | WVOL |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |