Compare AU
Compare EINC 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 EINC and WVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EINC | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 4 |
Median incremental investment | $765.45 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,354.08 | $3,654.27 |
Average age group | > 35 | > 35 |
Key Summary
EINC | WVOL | |
|---|---|---|
Strategy | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.13m in AUM and 47 holdings. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation | 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 | BetaShares Mrtn Currie Eqy Inc Fund (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 | Australia (97.66 %) New Zealand (2.34 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.85 % | 0.3 % |
Key Summary
EINC | WVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.3 % |
Price | $8.88 | $42.74 |
Size | $22.700 million | $89.893 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 5.87 % | 2.71 % |
Market | ASX | ASX |
First listed date | 19/02/2018 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EINC | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 4 |
Median incremental investment | $765.45 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,354.08 | $3,654.27 |
Average age group | > 35 | > 35 |
Pros and Cons
EINC | WVOL | |
|---|---|---|
Pros |
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Cons |
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EINC | 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 |
Higher distribution yield | Lower distribution yield |