Compare AU

Compare MVOL vs. LSGE

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, 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

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MVOL

LSGE

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

Home