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Compare MVOL vs. OZR
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 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 34 |
Median incremental investment | $2,592.00 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,905.65 | $841.73 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVOL | OZR | |
|---|---|---|
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. | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 166.1m in AUM and 48 holdings. The SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | BHP Group Ltd (36.06 %) Woodside Energy Group Ltd (9.57 %) Rio Tinto Ltd (7.56 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Materials (79.19 %) Energy (18.31 %) Other (2.50 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.3 % | 0.4 % |
Key Summary
MVOL | OZR | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.4 % |
Price | $35.22 | $11.61 |
Size | $27.635 million | $160.833 million |
10Y return | N/A | 35.16 % |
Annual distribution yield (5Y) | 3.63 % | 6.48 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 34 |
Median incremental investment | $2,592.00 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,905.65 | $841.73 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVOL | OZR | |
|---|---|---|
Pros |
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Cons |
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MVOL | OZR |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |