Compare AU

Compare HVLU vs. WRLD

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

VanEck MSCI International Value (Aud Hedged) 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 HVLU and WRLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HVLU

WRLD

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$2,002.75

Median investment frequency

N/A

Quarterly

Median total investment

$0

$2,684.50

Average age group

N/A

26 - 35


Key Summary

HVLU

WRLD

Strategy

HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.

WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets.

Top 3 holdings

VanEck MSCI International Value (Aud Hedged) ETF (100 %)

APPLE INC (5.30 %)

MICROSOFT CORP (5.02 %)

NVIDIA CORP (4.56 %)

Top 3 industries

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Top 3 countries

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

Management fee

0.29 %

0.54 %


Key Summary

HVLU

WRLD

Issuer

VanEck

BetaShares

Tracking index

MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.29 %

0.54 %

Price

$27.28

$20.65

Size

$5.356 million

$52.727 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

0.78 %

1.79 %

Market

ASX

ASX

First listed date

08/11/2023

21/12/2015

Purchase fee

$6.50

$6.50


Community Stats

HVLU

WRLD

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$2,002.75

Median investment frequency

N/A

Quarterly

Median total investment

$0

$2,684.50

Average age group

N/A

26 - 35


Pros and Cons

HVLU

WRLD

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

HVLU

WRLD

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

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