Compare AU

Compare FHCO vs. WVOL

Compare shares and ETFs on the ASX that you can trade on Pearler.

Fidelity Australian High Conviction Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are FHCO and WVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

FHCO

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

$3,654.27

Average age group

N/A

> 35


Key Summary

FHCO

WVOL

Strategy

FHCO.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the benchmark over the medium to long term

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

Fidelity Australian High Conviction Active ETF (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

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

Management fee

0.85 %

0.3 %


Key Summary

FHCO

WVOL

Issuer

Fidelity

iShares

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.85 %

0.3 %

Price

$9.93

$42.42

Size

$954.226 thousand

$89.893 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

2.53 %

2.71 %

Market

ASX

ASX

First listed date

02/06/2024

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

FHCO

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

$3,654.27

Average age group

N/A

> 35


Pros and Cons

FHCO

WVOL

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

FHCO

WVOL

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

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