Compare AU
Compare MVOL vs. FAIR
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 Sustainability Leaders ETF (FAIR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 1,110 |
Median incremental investment | $2,592.00 | $757.54 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,599.58 | $1,509.36 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVOL | FAIR | |
|---|---|---|
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 25.48m 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. | The fund aims to track the performance of the NASDAQ FUTURE AUSTRALIAN SUSTAINABILITY LEADERS INDEX before considering fees, taxes, and other expenses. |
Top 3 holdings | TELSTRA GROUP LTD (6.18 %) COMMONWEALTH BANK OF AUSTRALIA (4.46 %) CSL LTD (4.21 %) | SPI 200 FUTURES MAR25 (0 %) BRAMBLES LTD (4.60 %) SUNCORP GROUP LTD (4.49 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Financials (16.72 %) Real Estate (16.11 %) Health Care (16.11 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (89.09 %) New Zealand (6.19 %) United States (4.72 %) |
Management fee | 0.3 % | 0.49 % |
Key Summary
MVOL | FAIR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | Nasdaq Future Australian Sustainability Leaders Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.49 % |
Price | $31.51 | $19.86 |
Size | $25.431 million | $1.128 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.16 % | 3.37 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 29/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | FAIR | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 2 | 1,110 |
Median incremental investment | $2,592.00 | $757.54 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,599.58 | $1,509.36 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVOL | FAIR | |
|---|---|---|
Pros |
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Cons |
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MVOL | FAIR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |