Compare AU

Compare MVOL vs. VESG

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 Vanguard Ethically Conscious International Shares Index ETF (VESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVOL

VESG

Popularity

Low

Medium

Pearlers invested

2

2,177

Median incremental investment

$2,592.00

$990.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,709.30

$2,665.26

Average age group

> 35

26 - 35


Key Summary

MVOL

VESG

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 20.73m 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.

VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes.

Top 3 holdings

TELSTRA GROUP LTD (6.43 %)

COMMONWEALTH BANK OF AUSTRALIA (5.47 %)

ANZ GROUP HOLDINGS LTD (3.86 %)

Apple Inc. (5.54 %)

Microsoft Corp. (4.67 %)

Amazon.com Inc. (2.10 %)

Top 3 industries

Financials (32.75 %)

Materials (15.90 %)

Industrials (11.67 %)

Information Technology (26.14 %)

Health Care (16.64 %)

Financials (15.14 %)

Top 3 countries

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

United States (73.33 %)

Japan (6.63 %)

Switzerland (2.90 %)

Management fee

0.3 %

0.18 %


Key Summary

MVOL

VESG

Issuer

iShares

Vanguard

Tracking index

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

FTSE Developed ex Australia Choice Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.18 %

Price

$32.84

$103.63

Size

$20.156 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

5.08 %

1.68 %

Market

ASX

ASX

First listed date

14/10/2016

13/09/2018

Purchase fee

$6.50

$6.50


Community Stats

MVOL

VESG

Popularity

Low

Medium

Pearlers invested

2

2,177

Median incremental investment

$2,592.00

$990.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,709.30

$2,665.26

Average age group

> 35

26 - 35


Pros and Cons

MVOL

VESG

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

MVOL

VESG

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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