At a glance
Side-by-side comparison
| Metric |
MVOL
iShares Edge MSCI Australia Minimum Volatility ETF
|
MVW
VanEck Australian Equal Weight ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
iShares
|
VanEck
|
| Tracks index |
—
|
MVIS Australia Equal Weight Index
|
| Categories |
AU, Thematic, Factor
|
AU, Factor
|
| Listed since |
—
|
2014 (12 yrs)
|
| Fund size (AUM) |
$32m
|
$3.3bn
|
| Cost & income | ||
| Management fee |
0.3%
|
0.35%
|
| Dividend yield |
3.06%
|
3.39%
|
| Franking |
75%
|
75%
|
| Turnover |
15%
|
20%
|
| Tax drag | 0.67% | 0.82% |
| Returns |
Tax bracket
|
|
| 1-year return |
3.3%
net
|
0.7%
net
|
| 3-year return |
11.8%
net
|
9.1%
net
|
| 5-year return |
7.6%
net
|
6.8%
net
|
| 10-year return |
—
|
8.5%
net
|
| Risk | ||
| Volatility (3y) |
8.7%
|
9.8%
|
| Volatility (5y) |
10.9%
|
12.2%
|
| Volatility (10y) |
—
|
14.1%
|
| Sharpe ratio (3y) |
0.86
|
0.52
|
| Sharpe ratio (5y) |
0.42
|
0.33
|
| Sharpe ratio (10y) |
—
|
0.49
|
| 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 0.35% management fee keeps more of the return in your pocket.
- Pricier than similar ETFs, which average around 0.34%.
Frequently Asked Questions
MVOL and MVW are 2 Australian-listed ETFs we compare side by side. MVOL carries the lower management fee (0.3%). Over 5 years, MVOL has delivered the higher total return (7.6% 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 MVW 0.35%.
Over the past 5 years, MVOL has delivered the higher total return at 7.6% a year. Past performance is not a reliable indicator of future returns.
MVW pays the higher at 3.39%. Remember distributions are taxed each year at your marginal rate.
MVW is the larger fund by assets ($3.3bn). 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.