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Compare MVOL vs. ADEF
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 Edge MSCI Australia Minimum Volatility ETF (MVOL) and the Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $2,592.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,922.98 | $0 |
Average age group | > 35 | N/A |
Key Summary
MVOL | ADEF | |
|---|---|---|
Strategy | 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 27.57m 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. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | WR Berkley Corp (3.81 %) W.W. Grainger Inc (3.55 %) Microsoft Corp (3.36 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Financials (40.91 %) Industrials (20.87 %) Information Technology (20.19 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.3 % | 0 % |
Key Summary
MVOL | ADEF | |
|---|---|---|
Issuer | iShares | Apostle |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0 % |
Price | $34.59 | $6.03 |
Size | $27.577 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.01 % | 0.33 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 23/02/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $2,592.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,922.98 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MVOL | ADEF | |
|---|---|---|
Pros |
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Cons |
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MVOL | ADEF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |