Compare AU
Compare MVOL vs. IISV
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 iShares Edge MSCI Australia Minimum Volatility ETF (MVOL) and the Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $2,592.00 | $665.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,824.80 | $5,047.90 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | IISV | |
|---|---|---|
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 25.99m in AUM and 100 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.81 %) RPMGlobal Holdings Ltd (7.20 %) CME Group Inc Class A (5.42 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Financials (40.52 %) Other (34.18 %) Communication Services (17.53 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | United States (42.65 %) Australia (20.03 %) United Kingdom of Great Britain and Northern Ireland (15.60 %) |
Management fee | 0.3 % | 0.97 % |
Key Summary
MVOL | IISV | |
|---|---|---|
Issuer | iShares | Intelligent Investor |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.97 % |
Price | $34.24 | $3.53 |
Size | $26.311 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.16 % | 0.07 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 13 |
Median incremental investment | $2,592.00 | $665.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,824.80 | $5,047.90 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | IISV | |
|---|---|---|
Pros |
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Cons |
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MVOL | IISV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |