Compare AU
Compare MVOL vs. MTUM
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 MTUM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $2,592.00 | $504.00 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $2,709.30 | $579.21 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVOL | MTUM | |
|---|---|---|
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 20.73m in AUM and 101 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | N/A |
Top 3 holdings | TELSTRA GROUP LTD (6.43 %) COMMONWEALTH BANK OF AUSTRALIA (5.47 %) ANZ GROUP HOLDINGS LTD (3.86 %) | BetaShares Australian Momentum ETF (100 %) |
Top 3 industries | Financials (32.75 %) Materials (15.90 %) Industrials (11.67 %) | |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.3 % | 0 % |
Key Summary
MVOL | MTUM | |
|---|---|---|
Issuer | iShares | |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.3 % | 0 % |
Price | $32.84 | $26.94 |
Size | $20.156 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.08 % | - % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $2,592.00 | $504.00 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $2,709.30 | $579.21 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVOL | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
MVOL | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |