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Compare MVOL vs. INCM
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 Betashares Global Income Leaders ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 20 |
Median incremental investment | $2,592.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,905.65 | $4,834.80 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | INCM | |
|---|---|---|
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 27.57m 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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | KRW - KOREAN WON (0 %) MSCI WORLD INDEX SEP25 (0 %) CHORD ENERGY CORP (2.99 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Other (31.50 %) Utilities (20.18 %) Consumer Staples (14.25 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) |
Management fee | 0.3 % | 0.45 % |
Key Summary
MVOL | INCM | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | Nasdaq Global Income Leaders Index - USD-US Dollar |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.45 % |
Price | $35.22 | $18.96 |
Size | $27.635 million | $46.530 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.63 % | 4.00 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 20 |
Median incremental investment | $2,592.00 | $1,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,905.65 | $4,834.80 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | INCM | |
|---|---|---|
Pros |
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Cons |
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MVOL | INCM |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |