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Compare ATEC 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 Betashares S&P/ASX Australian Technology ETF (ATEC) 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
ATEC | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 259 | 5 |
Median incremental investment | $993.50 | $3,504.92 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,170.05 | $4,960.70 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | WVOL | |
|---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the “Index”), before taking into account 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 fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | WISETECH GLOBAL LTD (10.83 %) XERO LTD (10.48 %) PRO MEDICUS LTD (9.81 %) | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) |
Top 3 industries | Information Technology (48.15 %) Communication Services (23.43 %) Health Care (10.02 %) | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.48 % | 0.3 % |
Key Summary
ATEC | WVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | S&P/ASX All Technology Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.3 % |
Price | $31.21 | $43.90 |
Size | $385.477 million | $81.265 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.49 % | 2.73 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 259 | 5 |
Median incremental investment | $993.50 | $3,504.92 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,170.05 | $4,960.70 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | WVOL | |
|---|---|---|
Pros |
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Cons |
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ATEC | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |