Compare AU
Compare RGB vs. MVOL
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 Russell Investments Australian Government Bond ETF (RGB) and the iShares Edge MSCI Australia Minimum Volatility ETF (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RGB | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $643.50 | $2,592.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $2,599.58 |
Average age group | N/A | > 35 |
Key Summary
RGB | MVOL | |
|---|---|---|
Strategy | RGB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. To aim to provide a total return before costs and tax, in line with the DBIQ 5-10 year Australian Government Bond Index over the long term. | 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 25.48m 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. |
Top 3 holdings | Australia (Commonwealth of) 1% (10.21 %) Australia (Commonwealth of) 3% (10.17 %) Australia (Commonwealth of) 3.75% (10.13 %) | TELSTRA GROUP LTD (6.18 %) COMMONWEALTH BANK OF AUSTRALIA (4.46 %) CSL LTD (4.21 %) |
Top 3 industries | Financials (28.17 %) Materials (14.39 %) Industrials (11.69 %) | |
Top 3 countries | Australia (98.91 %) New Zealand (0.41 %) China (0.34 %) | |
Management fee | 0.24 % | 0.3 % |
Key Summary
RGB | MVOL | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | DBIQ 5-10 year Australian Government Bond Index - AUD | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.3 % |
Price | $18.98 | $31.51 |
Size | $237.404 million | $25.431 million |
10Y return | -13.06 % | N/A |
Annual distribution yield (5Y) | 2.30 % | 5.16 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGB | MVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $643.50 | $2,592.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $2,599.58 |
Average age group | N/A | > 35 |
Pros and Cons
RGB | MVOL | |
|---|---|---|
Pros |
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Cons |
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RGB | MVOL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |