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Compare MVOL vs. GPEQ
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 VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 33 |
Median incremental investment | $2,592.00 | $815.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,923.80 | $3,066.33 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | GPEQ | |
|---|---|---|
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. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 55.45m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | 3i Group Ord (9.67 %) Ares Management Corp Ordinary Shares - Class A (7.31 %) KKR & Co Inc Ordinary Shares (6.39 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Financials (100.00 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) |
Management fee | 0.3 % | 0.65 % |
Key Summary
MVOL | GPEQ | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | LPX 50 Index |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.65 % |
Price | $35.42 | $23.86 |
Size | $27.765 million | $56.461 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.16 % | 1.49 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 33 |
Median incremental investment | $2,592.00 | $815.66 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,923.80 | $3,066.33 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | GPEQ | |
|---|---|---|
Pros |
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Cons |
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MVOL | GPEQ |
|---|---|
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 |