Compare AU
Compare MVB 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 Banks (MVB) 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
MVB | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 4 |
Median incremental investment | $710.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,832.53 | $3,660.26 |
Average age group | > 35 | > 35 |
Key Summary
MVB | WVOL | |
|---|---|---|
Strategy | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the 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 | Commonwealth Bank of Australia (21.40 %) Westpac Banking Corp (19.94 %) National Australia Bank Ltd (19.54 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Financials (99.87 %) Other (0.13 %) | 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 | 0.28 % | 0.3 % |
Key Summary
MVB | WVOL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MVIS Australia Banks Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.3 % |
Price | $38.76 | $42.74 |
Size | $232.561 million | $89.893 million |
10Y return | 49.88 % | N/A |
Annual distribution yield (5Y) | 6.40 % | 2.71 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVB | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 101 | 4 |
Median incremental investment | $710.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,832.53 | $3,660.26 |
Average age group | > 35 | > 35 |
Pros and Cons
MVB | WVOL | |
|---|---|---|
Pros |
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Cons |
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MVB | WVOL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |