Compare AU

Compare ADEF vs. WVOL

Compare shares and ETFs on the ASX that you can trade on Pearler.

Apostle Dundas Global Equity Classd (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ADEF and WVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ADEF

WVOL

Popularity

N/A

Low

Pearlers invested

0

4

Median incremental investment

$0

$2,005.19

Median investment frequency

N/A

Monthly

Median total investment

$0

$3,484.98

Average age group

N/A

> 35


Key Summary

ADEF

WVOL

Strategy

N/A

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 91.8m in AUM and 387 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

Apostle Dundas Global Equity Classd (Managed Fund) (100 %)

T MOBILE US INC (1.53 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.16 %)

Top 3 industries

Information Technology (20.14 %)

Health Care (16.42 %)

Consumer Staples (10.94 %)

Top 3 countries

Management fee

0 %

0.3 %


Key Summary

ADEF

WVOL

Issuer

iShares

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

Stock

ETF

Management fee

0 %

0.3 %

Price

$5.77

$40.76

Size

N/A

$92.651 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.28 %

2.71 %

Market

ASX

ASX

First listed date

23/02/2021

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

ADEF

WVOL

Popularity

N/A

Low

Pearlers invested

0

4

Median incremental investment

$0

$2,005.19

Median investment frequency

N/A

Monthly

Median total investment

$0

$3,484.98

Average age group

N/A

> 35


Pros and Cons

ADEF

WVOL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

ADEF

WVOL

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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