Compare AU

Compare MVOL vs. US10

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 BetaShares Us Treasury Bond 7-10Yr Ch ETF (US10). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVOL

US10

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$2,592.00

$2,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,741.48

$6,718.76

Average age group

> 35

> 35


Key Summary

MVOL

US10

Strategy

MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses.

US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses.

Top 3 holdings

TELSTRA GROUP LTD (6.18 %)

COMMONWEALTH BANK OF AUSTRALIA (4.46 %)

CSL LTD (4.21 %)

USD - UNITED STATES DOLLAR (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

UNITED STATES TREASURY NOTE/BOND 4.375% MAY-34 (9.91 %)

Top 3 industries

Financials (30.98 %)

Materials (14.27 %)

Industrials (11.65 %)

Top 3 countries

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

Management fee

0.3 %

0.22 %


Key Summary

MVOL

US10

Issuer

iShares

BetaShares

Tracking index

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

Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.3 %

0.22 %

Price

$33.23

$50.14

Size

$20.244 million

$25.522 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.16 %

0.73 %

Market

ASX

ASX

First listed date

14/10/2016

25/09/2023

Purchase fee

$6.50

$6.50


Community Stats

MVOL

US10

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$2,592.00

$2,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,741.48

$6,718.76

Average age group

> 35

> 35


Pros and Cons

MVOL

US10

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

MVOL

US10

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

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