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Compare MVOL vs. LSGE
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 Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $504.50 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,970.83 | $2,565.22 |
Average age group | > 35 | < 26 |
Key Summary
MVOL | LSGE | |
|---|---|---|
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 29.5m 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. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | TELSTRA GROUP LTD (5.53 %) BHP GROUP LTD (4.44 %) COMMONWEALTH BANK OF AUSTRALIA (3.74 %) | Meta Platforms Inc Class A (6.46 %) Alphabet Inc Class A (6.19 %) Tesla Inc (5.99 %) |
Top 3 industries | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.3 % | 0.99 % |
Key Summary
MVOL | LSGE | |
|---|---|---|
Issuer | iShares | Loomis Sayles |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.99 % |
Price | $35.59 | $2.48 |
Size | $28.985 million | $46.611 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.13 % | 35.18 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $504.50 | $743.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,970.83 | $2,565.22 |
Average age group | > 35 | < 26 |
Pros and Cons
MVOL | LSGE | |
|---|---|---|
Pros |
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Cons |
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MVOL | LSGE |
|---|---|
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 |