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Compare MVOL vs. GIVE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MVOL and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $2,592.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,932.05 | $832.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVOL | GIVE | |
|---|---|---|
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 27.11m in AUM and 100 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: • provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetual’s ESG and values-based criteria • outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | Perpetual Esg Australian Share Active ETF (100 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.3 % | 0.65 % |
Key Summary
MVOL | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.65 % |
Price | $35.54 | $3.33 |
Size | $27.624 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.16 % | 6.02 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $2,592.00 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,932.05 | $832.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVOL | GIVE | |
|---|---|---|
Pros |
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Cons |
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MVOL | GIVE |
|---|---|
Higher exposure to AU market | Lower 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 |
Lower distribution yield | Higher distribution yield |