Grow it · ETFs

MVW vs IOZ

Compare fees, returns, income and risk for these 2 ASX-listed ETFs side by side.

At a glance

Comparing MVW and IOZ. IOZ has the lower management fee at 0.05% a year, IOZ has the higher 10 years return at 8.9% a year, and MVW offers the higher at 3.4%.
Lower fee
IOZ 0.05% p.a.
Higher 10 years return
IOZ 8.9% p.a.
Higher yield
MVW 3.4%
Higher risk-adjusted
IOZ Sharpe 0.55 (10y)
Lower volatility
IOZ 13.3% (10y)
Larger fund
IOZ $9.3bn

Side-by-side comparison

Metric MVW
VanEck Australian Equal Weight ETF
IOZ
iShares Core S&P/ASX 200 ETF
Snapshot
Provider
VanEck
iShares
Tracks index
MVIS Australia Equal Weight Index
S&P/ASX 200 Index
Categories
AU, Factor
AU, Large-Cap, Market-Cap
Listed since
2014 (12 yrs)
2010 (16 yrs)
Fund size (AUM)
$3.3bn
$9.3bn
Cost & income
Management fee
0.35%
0.05%
Dividend yield
3.4%
3.37%
Franking
75%
80%
Turnover
20%
3%
Tax drag 0.82% 0.36%
Returns
Tax bracket
1-year return
1.6%
net
5.9%
net
3-year return
7.5%
net
10.3%
net
5-year return
7.4%
net
7.9%
net
10-year return
8.3%
net
8.9%
net
Risk
Volatility (3y)
10%
10.7%
Volatility (5y)
12.2%
12.4%
Volatility (10y)
14.1%
13.3%
Sharpe ratio (3y)
0.36
0.59
Sharpe ratio (5y)
0.38
0.42
Sharpe ratio (10y)
0.48
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

MVW VanEck Australian Equal Weight ETF
  • Low-cost: a 0.35% management fee keeps more of the return in your pocket.
  • Pricier than similar ETFs, which average around 0.34%.
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.

Frequently Asked Questions

What's the difference between MVW vs IOZ?

MVW and IOZ are 2 Australian-listed ETFs we compare side by side. IOZ carries the lower management fee (0.05%). Over 10 years, IOZ has delivered the higher total return (8.9% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lower fees - MVW vs IOZ?

IOZ has the lower management fee at 0.05% a year, versus MVW 0.35%.

Which has performed higher - MVW vs IOZ?

Over the past 10 years, IOZ has delivered the higher total return at 8.9% a year. Past performance is not a reliable indicator of future returns.

Which pays the higher dividend yield?

MVW pays the higher at 3.4%. 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

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.

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