Compare AU
Compare MVOL vs. USHY
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 USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | USHY | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 6 |
Median incremental investment | $2,592.00 | $7,000.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,741.48 | $3,304.35 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | USHY | |
---|---|---|
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. | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 16.33m in AUM and 1151 holdings. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. |
Top 3 holdings | TELSTRA GROUP LTD (6.18 %) COMMONWEALTH BANK OF AUSTRALIA (4.46 %) CSL LTD (4.21 %) | Global X Usd High Yield Bond ETF(Currency Hedged). (100 %) |
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 % | 0.3 % |
Key Summary
MVOL | USHY | |
---|---|---|
Issuer | iShares | Global X |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.3 % |
Price | $33.16 | $10.44 |
Size | $20.244 million | $16.322 million |
10Y return | N/A | N/A |
Annual distribution/βdividend yield (5Y) | 5.16 % | 2.64 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | USHY | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 6 |
Median incremental investment | $2,592.00 | $7,000.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $2,741.48 | $3,304.35 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | USHY | |
---|---|---|
Pros |
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Cons |
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MVOL | USHY |
---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |