Compare AU
Compare FLOT 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 FLOT and WVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FLOT | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 4 |
Median incremental investment | $2,169.28 | $2,005.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,594.96 | $3,608.96 |
Average age group | > 35 | > 35 |
Key Summary
FLOT | WVOL | |
|---|---|---|
Strategy | FLOT.AX was created on 2017-07-05 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The VanEck Australian Floating Rate ETF invests in a diversified portfolio of Australian dollar denominated floating rate bonds with the aim of providing investment returns (before management costs) that closely track the returns of the Bloomberg AusBond Credit FRN 0+ Yr Index. | 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 | VanEck Australian Floating Rate 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 | 0.22 % | 0.3 % |
Key Summary
FLOT | WVOL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Bloomberg AusBond Credit FRN 0+ Yr Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.3 % |
Price | $24.99 | $42.21 |
Size | $746.843 million | $83.110 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.60 % | 2.71 % |
Market | ASX | ASX |
First listed date | 07/07/2017 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FLOT | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 4 |
Median incremental investment | $2,169.28 | $2,005.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $12,594.96 | $3,608.96 |
Average age group | > 35 | > 35 |
Pros and Cons
FLOT | WVOL | |
|---|---|---|
Pros |
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Cons |
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FLOT | WVOL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |