Compare AU
Compare ROBO 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 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 |
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Cons |
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ROBO | MVOL |
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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 |