Compare AU
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 Gbl Eq Fund (Quoted Managed Fund) (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 | $2,592.00 | $290.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,658.15 | $0 |
Average age group | > 35 | N/A |
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 20.3m 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. | 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 (6.46 %) COMMONWEALTH BANK OF AUSTRALIA (5.34 %) CSL LTD (3.94 %) | S&P Global Inc (5.49 %) NVIDIA Corp (5.12 %) Amazon.com Inc (4.51 %) |
Top 3 industries | Financials (32.75 %) Materials (15.90 %) Industrials (11.67 %) | Financials (22.38 %) Information Technology (20.83 %) Industrials (17.38 %) |
Top 3 countries | ||
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 | $32.22 | $3.27 |
Size | $20.211 million | $47.521 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.08 % | 0.71 % |
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 | $2,592.00 | $290.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,658.15 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MVOL | LSGE | |
---|---|---|
Pros |
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Cons |
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MVOL | LSGE |
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Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |