Compare AU
Compare MVOL vs. US10
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 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 |
|
|
Cons |
|
|
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 |