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Compare MVOL vs. QPON
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 Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 14 |
Median incremental investment | $2,592.00 | $4,056.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,923.80 | $4,543.98 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | QPON | |
|---|---|---|
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. | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | COMMONWEALTH BANK OF AUSTRALIA FRN JAN-30 (10.21 %) WESTPAC BANKING CORP FRN JAN-30 (10.00 %) COMMONWEALTH BANK OF AUSTRALIA FRN AUG-29 (9.92 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.3 % | 0.22 % |
Key Summary
MVOL | QPON | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | Solactive Australian Bank Senior Floating Rate Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.22 % |
Price | $35.44 | $26.04 |
Size | $27.765 million | $1.715 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.16 % | 2.98 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 14 |
Median incremental investment | $2,592.00 | $4,056.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,923.80 | $4,543.98 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | QPON | |
|---|---|---|
Pros |
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Cons |
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MVOL | QPON |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |