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MVOLiShares · Equity - Australia Sectors · Equity · Australia
iShares Edge MSCI Australia Minimum Volatility ETF
Fee p.a.
0.30%
ASX report
Fund size
A$31m
12m flow A$2.8m
Yield
3.0%
2 payments / yr
Volatility 3y
10.2%
annualised
Max DD 3y
−7.8%
all-time −33.2%
Listed
2016
19 Oct 2016 · spread 0.10%
$10k$12k$14k$16k$18k$20k$22k$24k201620182020202220242026
Performance
Period
Total
ASX
1 month
−1.1%
2.0%
3 months
4.7%
—
6 months
3.8%
—
Year to date
5.1%
—
1 year
4.1%
7.2%
3 years p.a.
11.0%
12.0%
5 years p.a.
7.3%
9.2%
10 years p.a.
—
—
Since listing p.a.
8.1%
—
Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.
Sharpe 3y 0.69Vol 1y 10.2%Vol 5y 11.1%Max DD 1y −7.1%Max DD 5y −14.0%Best year 19.7%67% positive years
Calendar-year returns
2017
11.6%
2018
−1.6%
2019
19.7%
2020
−2.5%
2021
17.3%
2022
−4.4%
2023
9.3%
2024
13.0%
2025
12.2%
2026
5.1%
Where the money is
Look-through exposure as at 2 Sept 2026 · 94 securities · top 10 = 37.1%
Country
Australia100.0%
Sector
Financials31.0%
Materials23.7%
Industrials10.9%
Consumer Discretionary7.0%
Consumer Staples7.0%
Energy5.9%
Real Estate5.6%
Utilities4.4%
Health Care3.7%
Information Technology0.6%
Top holdings
BHP GROUP LTDAustralia
6.2%
TELSTRA GROUPAustralia
4.9%
ANZ GROUP HOLDINGS LTDAustralia
4.0%
TRANSURBAN GROUP STAPLED UNITSAustralia
3.5%
WESFARMERSAustralia
3.4%
WESTPAC BANKING CORPORATIONAustralia
3.4%
COLES GROUP LTDAustralia
3.1%
MACQUARIE GROUP LTD DEFAustralia
3.1%
RIO TINTO LTDAustralia
3.0%
WOOLWORTHS GROUP LTDAustralia
2.6%
MEDIBANK PRIVATEAustralia
2.5%
WASHINGTON H SOUL PATTINSON & COMPAustralia
2.5%
NATIONAL AUSTRALIA BANK LTDAustralia
2.4%
QBE INSURANCE GROUPAustralia
2.4%
COMMONWEALTH BANK OF AUSTRALIAAustralia
2.4%
Top 15 of 94 holdings.
Most similar funds
Overlap is the share of the portfolio held in common, look-through. Correlation is of daily returns. High overlap means close substitutes.
Code
Fund
Fee
Overlap
Corr 3y