Compare AU
Compare MVOL vs. HEUR
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 Europe Currency Hedged ETF (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $2,592.00 | $1,226.66 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,709.30 | $4,198.69 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVOL | HEUR | |
|---|---|---|
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 20.73m 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. | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. |
Top 3 holdings | TELSTRA GROUP LTD (6.43 %) COMMONWEALTH BANK OF AUSTRALIA (5.47 %) ANZ GROUP HOLDINGS LTD (3.86 %) | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) |
Top 3 industries | Financials (32.75 %) Materials (15.90 %) Industrials (11.67 %) | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) |
Management fee | 0.3 % | 0.56 % |
Key Summary
MVOL | HEUR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | S&P Eurozone Exporters AUD Hedged Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.56 % |
Price | $32.84 | $14.33 |
Size | $20.156 million | $43.866 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.08 % | 5.82 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 12/05/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | HEUR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $2,592.00 | $1,226.66 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,709.30 | $4,198.69 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVOL | HEUR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MVOL | HEUR |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |