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Compare MVOL vs. SUBD
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are MVOL and SUBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 18 |
Median incremental investment | $2,592.00 | $7,443.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,923.80 | $18,825.08 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | SUBD | |
|---|---|---|
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. | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 2471.54m in AUM and 37 holdings. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of the Index. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | VanEck Australian Subordinated Debt ETF (100 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.3 % | 0.29 % |
Key Summary
MVOL | SUBD | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.29 % |
Price | $35.44 | $25.05 |
Size | $27.765 million | $2.502 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.16 % | 3.90 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 30/10/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | SUBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 18 |
Median incremental investment | $2,592.00 | $7,443.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,923.80 | $18,825.08 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | SUBD | |
|---|---|---|
Pros |
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Cons |
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MVOL | SUBD |
|---|---|
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 |