Compare AU
Compare HVST 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 BetaShares Australian Dividend Harvester Fund (Managed Fund) (HVST) and the iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVST | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 4 |
Median incremental investment | $993.50 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,952.18 | $3,767.66 |
Average age group | > 35 | > 35 |
Key Summary
HVST | WVOL | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 240.78m in AUM and 45 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 81.81m in AUM and 389 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 AUSTRALIA 200 ETF (24.67 %) BETASHARES AUSTRALIAN RESOURCE (8.94 %) BETASHARES S&P/ASX FINANCIAL S (8.58 %) | T MOBILE US INC (1.22 %) JOHNSON & JOHNSON (1.09 %) BERKSHIRE HATHAWAY INC CLASS B (1.03 %) |
Top 3 industries | Other (54.66 %) Financials (10.44 %) Health Care (6.47 %) | Information Technology (21.16 %) Health Care (15.04 %) Consumer Staples (10.57 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.65 % | 0.3 % |
Key Summary
HVST | WVOL | |
|---|---|---|
Issuer | BetaShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.3 % |
Price | $13.86 | $43.81 |
Size | $242.600 million | $83.496 million |
10Y return | -46.92 % | N/A |
Annual distribution yield (5Y) | 9.09 % | 2.73 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 4 |
Median incremental investment | $993.50 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,952.18 | $3,767.66 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | WVOL | |
|---|---|---|
Pros |
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Cons |
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HVST | 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 |