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Compare MVOL vs. OZF
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 SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 11 |
Median incremental investment | $2,592.00 | $521.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,910.60 | $1,524.00 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | OZF | |
|---|---|---|
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 27.57m 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. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 45.67m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | Commonwealth Bank of Australia (33.92 %) National Australia Bank Ltd (13.31 %) Westpac Banking Corp (12.77 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Financials (100.00 %) Other (4.41 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.3 % | 0.4 % |
Key Summary
MVOL | OZF | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.4 % |
Price | $35.22 | $30.60 |
Size | $27.635 million | $46.245 million |
10Y return | N/A | 36.18 % |
Annual distribution yield (5Y) | 5.16 % | 5.63 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 11 |
Median incremental investment | $2,592.00 | $521.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,910.60 | $1,524.00 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | OZF | |
|---|---|---|
Pros |
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Cons |
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MVOL | OZF |
|---|---|
Lower exposure to AU market | Higher 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 |
Lower distribution yield | Higher distribution yield |