Compare AU
Compare IHEB 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 J.P. Morgan USD Emerging Markets Bond (AUD Hedged) (IHEB) 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
IHEB | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 4 |
Median incremental investment | $4,196.50 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $20,838.09 | $3,654.27 |
Average age group | > 35 | > 35 |
Key Summary
IHEB | WVOL | |
|---|---|---|
Strategy | IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities. | 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 | iShares JP Morgan $ EM Bond ETF USD Dist (101.57 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Other (98.67 %) Communication Services (1.33 %) | 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 | 0.51 % | 0.3 % |
Key Summary
IHEB | WVOL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.51 % | 0.3 % |
Price | $76.33 | $42.42 |
Size | $68.363 million | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.56 % | 2.71 % |
Market | ASX | ASX |
First listed date | 09/12/2015 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHEB | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 4 |
Median incremental investment | $4,196.50 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $20,838.09 | $3,654.27 |
Average age group | > 35 | > 35 |
Pros and Cons
IHEB | WVOL | |
|---|---|---|
Pros |
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Cons |
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IHEB | WVOL |
|---|---|
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 |