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Compare MVOL vs. EX20
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 Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 37 |
Median incremental investment | $504.50 | $1,992.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,899.88 | $5,573.86 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | EX20 | |
|---|---|---|
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 28.48m in AUM and 102 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 619.57m in AUM and 181 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | TELSTRA GROUP LTD (5.53 %) BHP GROUP LTD (4.44 %) COMMONWEALTH BANK OF AUSTRALIA (3.74 %) | SPI 200 FUTURES MAR26 (0 %) NORTHERN STAR RESOURCES LTD (3.64 %) EVOLUTION MINING LTD (2.55 %) |
Top 3 industries | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) | Materials (19.11 %) Financials (14.85 %) Real Estate (11.08 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) |
Management fee | 0.3 % | 0.25 % |
Key Summary
MVOL | EX20 | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.25 % |
Price | $35.15 | $24.34 |
Size | $28.724 million | $635.887 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.15 % | 2.93 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | EX20 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 37 |
Median incremental investment | $504.50 | $1,992.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,899.88 | $5,573.86 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | EX20 | |
|---|---|---|
Pros |
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Cons |
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MVOL | EX20 |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |