Compare AU

Compare MVOL vs. IBAL

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Edge MSCI Australia Minimum Volatility ETF

ASX

Buy

Buy

Overview
Performance

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 iShares Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVOL

IBAL

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$2,592.00

$993.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$2,743.13

$976.47

Average age group

> 35

> 35


Key Summary

MVOL

IBAL

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 25.78m 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.

IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation .

Top 3 holdings

TELSTRA GROUP LTD (6.18 %)

COMMONWEALTH BANK OF AUSTRALIA (4.46 %)

CSL LTD (4.21 %)

iShares Core MSCI Wld Ex Aus ESG ETF (21.51 %)

iShares Core MSCI Australia ESG ETF (19.77 %)

iShares Treasury ETF (18.80 %)

Top 3 industries

Financials (30.98 %)

Materials (14.27 %)

Industrials (11.65 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.3 %

0.22 %


Key Summary

MVOL

IBAL

Issuer

iShares

iShares

Tracking index

MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.22 %

Price

$33.17

$29.87

Size

$25.710 million

$12.948 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.16 %

1.30 %

Market

ASX

ASX

First listed date

14/10/2016

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

MVOL

IBAL

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$2,592.00

$993.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$2,743.13

$976.47

Average age group

> 35

> 35


Pros and Cons

MVOL

IBAL

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

MVOL

IBAL

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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