Compare AU

Compare MVOL vs. IHEB

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 J.P. Morgan Usd Emerging Markets (Aud Hedged) ETF (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVOL

IHEB

Popularity

Low

Low

Pearlers invested

2

2

Median incremental investment

$2,592.00

$4,196.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,709.30

$20,324.85

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 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.

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

TELSTRA GROUP LTD (6.43 %)

COMMONWEALTH BANK OF AUSTRALIA (5.47 %)

ANZ GROUP HOLDINGS LTD (3.86 %)

iShares JP Morgan $ EM Bond ETF USD Dist (103.35 %)

Top 3 industries

Financials (32.75 %)

Materials (15.90 %)

Industrials (11.67 %)

Other (98.67 %)

Communication Services (1.33 %)

Top 3 countries

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

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

$32.84

$74.45

Size

$20.156 million

$68.488 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.08 %

5.56 %

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

2

2

Median incremental investment

$2,592.00

$4,196.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,709.30

$20,324.85

Average age group

> 35

> 35


Pros and Cons

MVOL

IHEB

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

MVOL

IHEB

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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