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Compare MVOL vs. SPY
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 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 269 |
Median incremental investment | $2,592.00 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,920.50 | $1,839.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
MVOL | SPY | |
|---|---|---|
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. | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | Microsoft Corp (6.78 %) NVIDIA Corp (6.78 %) Apple Inc (5.98 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Information Technology (59.88 %) Consumer Discretionary (15.98 %) Communication Services (13.31 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) |
Management fee | 0.3 % | 0.0945 % |
Key Summary
MVOL | SPY | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.0945 % |
Price | $35.44 | $920.52 |
Size | $27.765 million | $955.396 billion |
10Y return | N/A | 238.46 % |
Annual distribution yield (5Y) | 5.16 % | 1.24 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 13/10/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 269 |
Median incremental investment | $2,592.00 | $1,200.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,920.50 | $1,839.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MVOL | SPY | |
|---|---|---|
Pros |
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Cons |
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MVOL | SPY |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |