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Compare MVOL vs. MOAT
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 VanEck Morningstar Wide Moat ETF (MOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 546 |
Median incremental investment | $2,592.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,932.05 | $4,149.31 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | MOAT | |
|---|---|---|
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 27.11m 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. | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | Boeing Co (3.23 %) Veeva Systems Inc Class A (3.15 %) Corteva Inc (3.09 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Industrials (32.34 %) Other (23.89 %) Information Technology (19.88 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | United States (98.74 %) Netherlands (1.26 %) |
Management fee | 0.3 % | 0.49 % |
Key Summary
MVOL | MOAT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | Morningstar Wide Moat Focus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.49 % |
Price | $35.54 | $123.86 |
Size | $27.624 million | $977.532 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.16 % | 3.59 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 26/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 546 |
Median incremental investment | $2,592.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,932.05 | $4,149.31 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | MOAT | |
|---|---|---|
Pros |
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Cons |
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MVOL | MOAT |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |