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Compare MVOL vs. GEAR
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 Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 225 |
Median incremental investment | $2,592.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,922.98 | $2,216.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVOL | GEAR | |
|---|---|---|
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 27.57m 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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 515.73m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | COMMONWEALTH BANK OF AUSTRALIA (26.87 %) BHP GROUP LTD (16.17 %) NATIONAL AUSTRALIA BANK LTD (10.48 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Other (37.20 %) Financials (22.76 %) Materials (10.54 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.3 % | 0.8 % |
Key Summary
MVOL | GEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.8 % |
Price | $34.59 | $33.94 |
Size | $27.577 million | $540.909 million |
10Y return | N/A | 65.16 % |
Annual distribution yield (5Y) | 4.01 % | 5.89 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 225 |
Median incremental investment | $2,592.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,922.98 | $2,216.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVOL | GEAR | |
|---|---|---|
Pros |
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Cons |
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MVOL | GEAR |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |