Compare AU
Compare MVOL vs. BBOZ
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 BetaShares Australian Strong Bear (Hedge Fund) (BBOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | BBOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 14 |
Median incremental investment | $2,592.00 | $3,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,739.00 | $3,085.11 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | BBOZ | |
---|---|---|
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 20.3m 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. | BBOZ.AX was created on 2015-04-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining Australian share market. It seeks to generate magnified returns that are negatively correlated to the returns of the Australian share market (as measured by the S&P/ASX 200 Index) |
Top 3 holdings | TELSTRA GROUP LTD (6.18 %) COMMONWEALTH BANK OF AUSTRALIA (4.46 %) CSL LTD (4.21 %) | SPI 200 FUTURES MAR25 (0 %) AUD - AUSTRALIA DOLLAR (87.19 %) BETASHARES AUSTRALIAN CASH PLUS FUND (12.81 %) |
Top 3 industries | Financials (30.98 %) Materials (14.27 %) Industrials (11.65 %) | Other (68.91 %) Communication Services (31.09 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.3 % | 1.38 % |
Key Summary
MVOL | BBOZ | |
---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 1.38 % |
Price | $33.20 | $24.78 |
Size | $25.881 million | $219.206 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.16 % | 0.53 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 20/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | BBOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 14 |
Median incremental investment | $2,592.00 | $3,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,739.00 | $3,085.11 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | BBOZ | |
---|---|---|
Pros |
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Cons |
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MVOL | BBOZ |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |