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Compare MVOL vs. AUMF
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 iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 6 |
Median incremental investment | $2,592.00 | $166.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,922.98 | $1,368.00 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | AUMF | |
|---|---|---|
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 27.11m in AUM and 100 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 95.28m in AUM and 119 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | COMMONWEALTH BANK OF AUSTRALIA (8.65 %) BHP GROUP LTD (6.51 %) RIO TINTO LTD (3.83 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Financials (27.16 %) Materials (20.85 %) Industrials (11.08 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.3 % | 0.3 % |
Key Summary
MVOL | AUMF | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.3 % |
Price | $35.43 | $37.95 |
Size | $27.624 million | $97.138 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.16 % | 5.35 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 6 |
Median incremental investment | $2,592.00 | $166.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,922.98 | $1,368.00 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | AUMF | |
|---|---|---|
Pros |
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Cons |
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MVOL | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |