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Compare MVOL vs. IHEB
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 IHEB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $2,749.00 | $2,649.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,727.18 | $8,502.84 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | IHEB | |
|---|---|---|
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 29.94m in AUM and 95 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. |
Top 3 holdings | BHP GROUP LTD (6.04 %) TELSTRA GROUP LTD (5.97 %) ANZ GROUP HOLDINGS LTD (4.01 %) | iShares J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (100 %) |
Top 3 industries | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) | Other (98.67 %) Communication Services (1.33 %) |
Top 3 countries | Australia (99.77 %) United Kingdom of Great Britain and Northern Ireland (0.23 %) | |
Management fee | 0.3 % | 0.51 % |
Key Summary
MVOL | IHEB | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.51 % |
Price | $36.02 | $78.73 |
Size | $30.448 million | $48.820 million |
10Y return | N/A | -26.22 % |
Annual distribution/ dividend yield (5Y) | 4.32 % | 5.54 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | IHEB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 3 |
Median incremental investment | $2,749.00 | $2,649.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,727.18 | $8,502.84 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | IHEB | |
|---|---|---|
Pros |
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Cons |
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MVOL | IHEB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |