Compare AU
Compare MVOL vs. IHVV
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 Edge MSCI Australia Minimum Volatility (MVOL) and the S&P US 500 (AUD Hedged) (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 164 |
Median incremental investment | $2,592.00 | $1,498.73 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,725.80 | $3,447.20 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | IHVV | |
|---|---|---|
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 19.74m in AUM and 94 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | TELSTRA GROUP LTD (6.43 %) COMMONWEALTH BANK OF AUSTRALIA (5.47 %) ANZ GROUP HOLDINGS LTD (3.86 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Financials (32.75 %) Materials (15.90 %) Industrials (11.67 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | United States (94.52 %) |
Management fee | 0.3 % | 0.1 % |
Key Summary
MVOL | IHVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.1 % |
Price | $33.04 | $55.60 |
Size | $20.417 million | $2.040 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.08 % | 51.08 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 164 |
Median incremental investment | $2,592.00 | $1,498.73 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,725.80 | $3,447.20 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | IHVV | |
|---|---|---|
Pros |
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Cons |
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MVOL | IHVV |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |