Compare AU
Compare AAA vs. WVOL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Aussie Cash Deposits (AAA) and the Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AAA | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 153 | 4 |
Median incremental investment | $6,175.91 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,007.20 | $3,626.91 |
Average age group | > 35 | > 35 |
Key Summary
AAA | WVOL | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Communication Services (100.00 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.18 % | 0.3 % |
Key Summary
AAA | WVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.3 % |
Price | $50.19 | $42.53 |
Size | $3.555 billion | $89.893 million |
10Y return | 0.08 % | N/A |
Annual distribution yield (5Y) | 2.14 % | 2.71 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 153 | 4 |
Median incremental investment | $6,175.91 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,007.20 | $3,626.91 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | WVOL | |
|---|---|---|
Pros |
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Cons |
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AAA | WVOL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |