Compare AU

Compare MVOL vs. RARI

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares Edge MSCI Australia Minimum Volatility ETF

ASX

Buy

Buy

Overview
Performance

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 Russell Investments Australian Responsible Investment ETF (RARI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVOL

RARI

Popularity

Low

Low

Pearlers invested

2

29

Median incremental investment

$2,592.00

$779.65

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,775.30

$2,861.40

Average age group

> 35

> 35


Key Summary

MVOL

RARI

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 19.74m in AUM and 94 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses.

RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. To aim to provide a total return before costs and tax, in line with the Russell Australia ESG High Dividend Index over the long term.

Top 3 holdings

TELSTRA GROUP LTD (6.43 %)

COMMONWEALTH BANK OF AUSTRALIA (5.47 %)

ANZ GROUP HOLDINGS LTD (3.86 %)

Commonwealth Bank of Australia (11.54 %)

Westpac Banking Corp (5.34 %)

CSL Ltd (5.30 %)

Top 3 industries

Financials (32.75 %)

Materials (15.90 %)

Industrials (11.67 %)

Financials (63.77 %)

Health Care (11.34 %)

Consumer Discretionary (7.64 %)

Top 3 countries

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

Australia (98.76 %)

New Zealand (1.24 %)

Management fee

0.3 %

0.45 %


Key Summary

MVOL

RARI

Issuer

iShares

Russell

Tracking index

MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD

Russell Australia ESG High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.45 %

Price

$33.64

$30.12

Size

$20.417 million

$410.946 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.08 %

4.89 %

Market

ASX

ASX

First listed date

14/10/2016

08/04/2015

Purchase fee

$6.50

$6.50


Community Stats

MVOL

RARI

Popularity

Low

Low

Pearlers invested

2

29

Median incremental investment

$2,592.00

$779.65

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,775.30

$2,861.40

Average age group

> 35

> 35


Pros and Cons

MVOL

RARI

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

MVOL

RARI

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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