At a glance
Side-by-side comparison
| Metric |
MVOL
iShares Edge MSCI Australia Minimum Volatility ETF
|
AUMF
iShares Edge MSCI Australia Multifactor ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
iShares
|
iShares
|
| Tracks index |
—
|
—
|
| Categories |
AU, Thematic, Factor
|
AU, Thematic, Factor
|
| Listed since |
—
|
—
|
| Fund size (AUM) |
$32m
|
$148m
|
| Cost & income | ||
| Management fee |
0.3%
|
0.3%
|
| Dividend yield |
3.06%
|
2.8%
|
| Franking |
75%
|
75%
|
| Turnover |
15%
|
30%
|
| Tax drag | 0.67% | 1% |
| Returns |
Tax bracket
|
|
| 1-year return |
3.3%
net
|
1.8%
net
|
| 3-year return |
11.8%
net
|
14.1%
net
|
| 5-year return |
7.6%
net
|
8.7%
net
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
8.7%
|
10.9%
|
| Volatility (5y) |
10.9%
|
12.5%
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
0.86
|
0.9
|
| Sharpe ratio (5y) |
0.42
|
0.46
|
| Sharpe ratio (10y) |
—
|
—
|
| 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
- Low-cost: a 0.3% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: IOZ, VAS, and GRPA.
- Low-cost: a 0.3% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: GRPA.
Frequently Asked Questions
MVOL and AUMF are 2 Australian-listed ETFs we compare side by side. MVOL carries the lower management fee (0.3%). Over 5 years, AUMF has delivered the higher total return (8.7% a year). The table above breaks down fees, returns, income and risk for each.
MVOL has the lower management fee at 0.3% a year, versus AUMF 0.3%.
Over the past 5 years, AUMF has delivered the higher total return at 8.7% a year. Past performance is not a reliable indicator of future returns.
MVOL pays the higher at 3.06%. Remember distributions are taxed each year at your marginal rate.
AUMF is the larger fund by assets ($148m). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
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.