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Compare MVOL vs. VSO
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 Vanguard MSCI Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVOL | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 252 |
Median incremental investment | $2,592.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,922.98 | $2,440.86 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | VSO | |
|---|---|---|
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 27.11m in AUM and 100 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | TELSTRA GROUP LTD (6.36 %) COMMONWEALTH BANK OF AUSTRALIA (4.43 %) CSL LTD (3.98 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | Australia (98.99 %) China (0.62 %) United States (0.26 %) |
Management fee | 0.3 % | 0.3 % |
Key Summary
MVOL | VSO | |
|---|---|---|
Issuer | iShares | Vanguard |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | MSCI Australian Shares Small Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.3 % |
Price | $35.54 | $71.96 |
Size | $27.624 million | N/A |
10Y return | N/A | 59.70 % |
Annual distribution yield (5Y) | 5.16 % | 5.40 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 252 |
Median incremental investment | $2,592.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,922.98 | $2,440.86 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | VSO | |
|---|---|---|
Pros |
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Cons |
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MVOL | VSO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |