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Compare AU

Compare MVOL vs. ADEF

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

iShares Edge MSCI Australia Minimum Volatility ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MVOL and ADEF. In this comparison, we'll delve into these options 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

$2,910.60

$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 %)

Apostle Dundas Gbl Eqty Fund - Class D Active ETF (100 %)

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

$35.22

$6.04

Size

$27.635 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

5.16 %

0.28 %

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

$2,910.60

$0

Average age group

> 35

N/A

Pros and Cons

MVOL

ADEF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

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