Compare AU
Compare MVOL vs. DVDY
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 Morningstar AUS Dividend Yield Focus ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 52 |
Median incremental investment | $2,592.00 | $640.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,723.33 | $1,550.43 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | DVDY | |
|---|---|---|
Strategy | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. |
Top 3 holdings | TELSTRA GROUP LTD (6.30 %) COMMONWEALTH BANK OF AUSTRALIA (4.55 %) CSL LTD (4.35 %) | Computershare Ltd (4.25 %) Transurban Group (4.22 %) Qube Holdings Ltd (4.11 %) |
Top 3 industries | Financials (31.12 %) Materials (13.82 %) Industrials (12.17 %) | Industrials (30.61 %) Financials (29.49 %) Consumer Discretionary (19.86 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (100.00 %) |
Management fee | 0.3 % | 0.35 % |
Key Summary
MVOL | DVDY | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | Morningstar Australia Dividend Yield Focus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.35 % |
Price | $32.92 | $22.47 |
Size | $20.364 million | $65.511 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.08 % | 4.60 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 52 |
Median incremental investment | $2,592.00 | $640.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,723.33 | $1,550.43 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | DVDY | |
|---|---|---|
Pros |
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Cons |
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MVOL | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |