Compare AU

Compare MVOL vs. KSM

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, shares and ETFs are a popular choice. Two options in the ASX are MVOL and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MVOL

KSM

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$2,592.00

$1,004.26

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,743.13

$921.20

Average age group

> 35

26 - 35


Key Summary

MVOL

KSM

Strategy

MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses.

KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles

Top 3 holdings

TELSTRA GROUP LTD (6.18 %)

COMMONWEALTH BANK OF AUSTRALIA (4.46 %)

CSL LTD (4.21 %)

K2 Australian Small Cap Fund (Hedge Fund) (100 %)

Top 3 industries

Financials (30.98 %)

Materials (14.27 %)

Industrials (11.65 %)

Top 3 countries

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

Management fee

0.3 %

1.31 %


Key Summary

MVOL

KSM

Issuer

iShares

K2

Tracking index

MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

1.31 %

Price

$33.23

$2.36

Size

$20.244 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

5.16 %

0.21 %

Market

ASX

ASX

First listed date

14/10/2016

15/12/2015

Purchase fee

$6.50

$6.50


Community Stats

MVOL

KSM

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$2,592.00

$1,004.26

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,743.13

$921.20

Average age group

> 35

26 - 35


Pros and Cons

MVOL

KSM

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MVOL

KSM

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

Higher distribution yield

Lower distribution yield

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