Compare AU

Compare ROBO vs. MVOL

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X Robo Global Robotics & Automation 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 Global X Robo Global Robotics & Automation ETF (ROBO) 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

ROBO

MVOL

Popularity

Low

Low

Pearlers invested

527

2

Median incremental investment

$639.76

$2,592.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,246.20

$2,743.13

Average age group

> 35

> 35


Key Summary

ROBO

MVOL

Strategy

ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index)

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 25.78m 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

Harmonic Drive Systems Inc (3.68 %)

Hiwin Technologies Corp (2.02 %)

Fanuc Corp (1.94 %)

TELSTRA GROUP LTD (6.18 %)

COMMONWEALTH BANK OF AUSTRALIA (4.46 %)

CSL LTD (4.21 %)

Top 3 industries

Industrials (65.08 %)

Information Technology (25.28 %)

Consumer Staples (15.08 %)

Financials (30.98 %)

Materials (14.27 %)

Industrials (11.65 %)

Top 3 countries

United States (42.78 %)

Japan (18.81 %)

Taiwan (8.37 %)

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

Management fee

0.82 %

0.3 %


Key Summary

ROBO

MVOL

Issuer

Global X

iShares

Tracking index

ROBO Global Robotics and Automation TR Index

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

Asset class

ETF

ETF

Management fee

0.82 %

0.3 %

Price

$82.50

$33.17

Size

$243.884 million

$25.710 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

3.87 %

5.16 %

Market

ASX

ASX

First listed date

14/09/2017

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

ROBO

MVOL

Popularity

Low

Low

Pearlers invested

527

2

Median incremental investment

$639.76

$2,592.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,246.20

$2,743.13

Average age group

> 35

> 35


Pros and Cons

ROBO

MVOL

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

ROBO

MVOL

Lower exposure to AU market

Higher 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

Lower distribution yield

Higher distribution yield

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