Compare AU
Compare MVOL vs. BSUB
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 Edge MSCI Australia Minimum Volatility (MVOL) and the BetaShares Aus Major Bank Subordinated Debt ETF (BSUB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $2,592.00 | $7,504.38 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,737.35 | $5,017.59 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | BSUB | |
|---|---|---|
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 19.74m in AUM and 94 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | TELSTRA GROUP LTD (6.43 %) COMMONWEALTH BANK OF AUSTRALIA (5.47 %) ANZ GROUP HOLDINGS LTD (3.86 %) | COMMONWEALTH BANK OF AUSTRALIA 5.6529% AUG-31 (9.61 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.3055% JAN-34 (9.43 %) WESTPAC BANKING CORP 6.6537% JUN-33 (9.38 %) |
Top 3 industries | Financials (32.75 %) Materials (15.90 %) Industrials (11.67 %) | |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.3 % | 0.29 % |
Key Summary
MVOL | BSUB | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.29 % |
Price | $33.18 | $25.47 |
Size | $20.417 million | $116.894 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.08 % | 0.54 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 07/05/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | BSUB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $2,592.00 | $7,504.38 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,737.35 | $5,017.59 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | BSUB | |
|---|---|---|
Pros |
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Cons |
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MVOL | BSUB |
|---|---|
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 |