Compare AU

Compare MVOL vs. SYI

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 SPDR MSCI Australia Select High Dividend Yield Fund (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVOL

SYI

Popularity

Low

Low

Pearlers invested

2

113

Median incremental investment

$2,592.00

$1,000.89

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,743.13

$1,472.94

Average age group

> 35

26 - 35


Key Summary

MVOL

SYI

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 20.3m 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.

SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 448.12m in AUM and 63 holdings. The SPDR MSCI Australia Select High Dividend Yield Fund seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index.

Top 3 holdings

TELSTRA GROUP LTD (6.18 %)

COMMONWEALTH BANK OF AUSTRALIA (4.46 %)

CSL LTD (4.21 %)

Commonwealth Bank of Australia (10.30 %)

National Australia Bank Ltd (10.00 %)

ANZ Group Holdings Ltd (9.39 %)

Top 3 industries

Financials (30.98 %)

Materials (14.27 %)

Industrials (11.65 %)

Financials (57.22 %)

Materials (16.78 %)

Consumer Discretionary (15.19 %)

Top 3 countries

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

Australia (99.65 %)

China (0.29 %)

New Zealand (0.06 %)

Management fee

0.3 %

0.2 %


Key Summary

MVOL

SYI

Issuer

iShares

SPDR

Tracking index

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

MSCI Australia Select High Dividend Yield Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.2 %

Price

$33.25

$30.06

Size

$25.881 million

$453.273 million

10Y return

N/A

-5.32 %

Annual distribution yield (5Y)

5.16 %

9.00 %

Market

ASX

ASX

First listed date

14/10/2016

29/09/2010

Purchase fee

$6.50

$6.50


Community Stats

MVOL

SYI

Popularity

Low

Low

Pearlers invested

2

113

Median incremental investment

$2,592.00

$1,000.89

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,743.13

$1,472.94

Average age group

> 35

26 - 35


Pros and Cons

MVOL

SYI

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

MVOL

SYI

Lower exposure to AU market

Higher 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

Lower distribution yield

Higher distribution yield

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