IOZ vs MVOL - Compare ETFs side by side

At a glance

Comparing IOZ and MVOL. IOZ has the lower management fee at 0.05% a year, IOZ has the higher 5 years return at 7.9% a year, and IOZ offers the higher at 3.37%.

Lower fee

IOZ 0.05% p.a.

Higher 5 years return

IOZ 7.9% p.a.

Higher yield

IOZ 3.37%

Higher risk-adjusted

MVOL Sharpe 0.46 (5y)

Lower volatility

MVOL 11% (5y)

Larger fund

IOZ $9.3bn

Side-by-side comparison

Metric	IOZ iShares Core S&P/ASX 200 ETF	MVOL iShares Edge MSCI Australia Minimum Volatility ETF
Snapshot
Provider	iShares	iShares
Tracks index	S&P/ASX 200 Index	—
Categories	AU, Large-Cap, Market-Cap	AU, Thematic, Factor
Listed since	2010 (16 yrs)	—
Fund size (AUM)	$9.3bn	$31m
Cost & income
Management fee	0.05%	0.3%
Dividend yield	3.37%	3.03%
Franking	80%	75%
Turnover	3%	15%
Tax drag	0.36%	0.67%
Returns	Tax bracket - adjusts tax drag & net returns
1-year return	5.9% net	6.2% net
3-year return	10.3% net	10.6% net
5-year return	7.9% net	7.9% net
10-year return	8.9% net	—
Risk
Volatility (3y)	10.7%	9%
Volatility (5y)	12.4%	11%
Volatility (10y)	13.3%	—
Sharpe ratio (3y)	0.59	0.72
Sharpe ratio (5y)	0.42	0.46
Sharpe ratio (10y)	0.55	—
Bid/ask spread	—	—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

IOZ iShares Core S&P/ASX 200 ETF

Low-cost: a 0.05% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: MQAE and A200.

Full IOZ analysis →

MVOL iShares Edge MSCI Australia Minimum Volatility ETF

Low-cost: a 0.3% management fee keeps more of the return in your pocket.

Cheaper alternatives exist: IOZ, VAS, and GRPA.

Full MVOL analysis →

Frequently Asked Questions

What's the difference between IOZ vs MVOL?

IOZ and MVOL are 2 Australian-listed ETFs we compare side by side. IOZ carries the lower management fee (0.05%). Over 5 years, IOZ has delivered the higher total return (7.9% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - IOZ vs MVOL?

IOZ has the lower management fee at 0.05% a year, versus MVOL 0.3%.

Which has performed higher - IOZ vs MVOL?

Over the past 5 years, IOZ has delivered the higher total return at 7.9% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

IOZ pays the higher at 3.37%. Remember distributions are taxed each year at your marginal rate.

Which is the larger and most liquid?

IOZ is the larger fund by assets ($9.3bn). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

IOZ vs STW IOZ vs VAS IOZ vs A200 IOZ vs MQAE IOZ vs QOZ IOZ vs FHCO IOZ vs MVW MVOL vs VAS

← Back to all ETFs

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.