Compare AU
Compare ADEF 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, 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 | $3,640.59 |
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 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 (21.50 %) Health Care (14.93 %) Consumer Staples (10.97 %) | |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
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 | $6.12 | $42.58 |
Size | N/A | $84.477 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 | $3,640.59 |
Average age group | N/A | > 35 |
Pros and Cons
ADEF | WVOL | |
|---|---|---|
Pros |
| |
Cons |
|
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 |