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Compare MVOL vs. HVLU
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 HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $2,592.00 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,915.55 | $27,293.70 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | HVLU | |
|---|---|---|
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. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | VanEck MSCI International Value (Aud Hedged) 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 % | 0.29 % |
Key Summary
MVOL | HVLU | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.29 % |
Price | $35.34 | $29.02 |
Size | $27.635 million | $31.897 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.63 % | 3.89 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $2,592.00 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $2,915.55 | $27,293.70 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | HVLU | |
|---|---|---|
Pros |
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Cons |
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MVOL | HVLU |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |