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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, 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 Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 11 |
Median incremental investment | $504.50 | $813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,889.15 | $1,752.00 |
Average age group | > 35 | > 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 28.48m in AUM and 102 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 (5.53 %) BHP GROUP LTD (4.44 %) COMMONWEALTH BANK OF AUSTRALIA (3.74 %) | SPI 200 FUTURES MAR26 (0 %) TELSTRA GROUP LTD (9.43 %) WESTPAC BANKING CORP (7.64 %) |
Top 3 industries | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) |
Top 3 countries | Australia (99.77 %) United Kingdom of Great Britain and Northern Ireland (0.23 %) | |
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 | $35.02 | $29.20 |
Size | $28.724 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.32 % | 1.19 % |
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 | 11 |
Median incremental investment | $504.50 | $813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,889.15 | $1,752.00 |
Average age group | > 35 | > 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 |