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Compare ALFA 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 VanEck Australian Long Short Complex ETF (ALFA) and the iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 5 |
Median incremental investment | $993.50 | $3,169.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,048.64 | $6,478.04 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | WVOL | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 73.73m in AUM and 405 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 | Woolworths Group Ltd (5.47 %) BHP Group Ltd (5.30 %) Telstra Group Ltd (5.24 %) | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | |
Top 3 countries | Australia (100.00 %) | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) |
Management fee | 0.39 % | 0.3 % |
Key Summary
ALFA | WVOL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.3 % |
Price | $23.13 | $45.72 |
Size | $37.098 million | $62.413 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.70 % | 2.75 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 5 |
Median incremental investment | $993.50 | $3,169.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,048.64 | $6,478.04 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | WVOL | |
|---|---|---|
Pros |
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Cons |
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ALFA | WVOL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |