Compare AU
Compare ESGI 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 MSCI Global Sustainable (ESGI) and the Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ESGI | WVOL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 4 |
Median incremental investment | $743.50 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,910.97 | $3,654.27 |
Average age group | 26 - 35 | > 35 |
Key Summary
ESGI | WVOL | |
|---|---|---|
Strategy | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. | 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 | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.55 % | 0.3 % |
Key Summary
ESGI | WVOL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.3 % |
Price | $37.35 | $42.42 |
Size | $202.822 million | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.26 % | 2.71 % |
Market | ASX | ASX |
First listed date | 08/03/2018 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESGI | WVOL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,227 | 4 |
Median incremental investment | $743.50 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,910.97 | $3,654.27 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ESGI | WVOL | |
|---|---|---|
Pros |
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Cons |
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ESGI | WVOL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |