MVOL vs. QOZ ETF Comparison

Comparison of Iedgeauvol Etf Units   (MVOL) to BetaShares FTSE RAFI Australia 200 ETF (QOZ)

MVOL

Iedgeauvol Etf Units  

MVOL Description

Track the performance of the parent index using a minimum volatility strategy

Grade (RS Rating)

Last Trade

$30.94

Average Daily Volume

1,065

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

QOZ

BetaShares FTSE RAFI Australia 200 ETF

QOZ Description

The index which QOZ aims to track provides exposure to a diversified portfolio of Australian equities, weighted in a way that is reflective of the economic importance rather than the market capitalisation of its constituents. Constituent weighting is based on accounting values and is known as ”Fundamental indexing”.

Grade (RS Rating)

Last Trade

$15.70

Average Daily Volume

36,635

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	MVOL	QOZ
30 Days	-2.73%	-1.57%
60 Days	-1.62%	-0.70%
90 Days	0.85%	3.02%
12 Months	2.00%	13.41%

7 Overlapping Holdings

	Symbol	Grade	Weight in MVOL	Weight in QOZ	Overlap
	ANZ	B	4.06%	5.17%	4.06%
	BHP	D	3.68%	11.89%	3.68%
	CBA	B	4.32%	7.08%	4.32%
	NAB	A	2.95%	5.14%	2.95%
	WBC	A	3.04%	5.63%	3.04%
	WES	A	4.1%	2.48%	2.48%
	WOW	F	3.2%	2.39%	2.39%

MVOL Overweight 3 Positions Relative to QOZ

	Symbol	Grade	Weight
	TLS	F	5.96%
	TCL	D	3.93%
	CSL	C	3.59%

MVOL Underweight 3 Positions Relative to QOZ

	Symbol	Grade	Weight
	WDS	F	-3.05%
	RIO	A	-3.0%
	MQG	C	-2.76%

MVOL: Top Represented Industries & Keywords

Industries: Banks - Global Biotechnology Grocery Stores Home Improvement Stores Industrial Metals & Minerals Infrastructure Operations Telecom Services

Keywords: Bank Banking Banks Of Australia Financial Services Insurance Business Bank Ing Group Bank Of New Zealand Banking Services Business Banking Coal Energy Hotels Institutional Banking Marketing Petroleum Retailing Supermarket Supermarkets Transport

QOZ: Top Represented Industries & Keywords

Industries: Banks - Global Industrial Metals & Minerals Capital Markets Grocery Stores Home Improvement Stores Oil & Gas E&P

Keywords: Bank Banking Financial Services Banks Of Australia Business Bank Ing Group Insurance Business Banking Coal Petroleum Wealth Management Asset Management Bank Of New Zealand Banking Products Banking Services Copper Energy Gold Hotels Institutional Banking