Compare AU
Compare ILC 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 S&P/ASX Aussie 20 Large Caps (ILC) 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
ILC | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 4 |
Median incremental investment | $920.36 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,782.71 | $3,626.91 |
Average age group | > 35 | > 35 |
Key Summary
ILC | WVOL | |
|---|---|---|
Strategy | ILC.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 664.02m in AUM and 21 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the 20 largest Australian securities listed on the ASX. | 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 | COMMONWEALTH BANK OF AUSTRALIA (15.55 %) BHP GROUP LTD (13.88 %) CSL LTD (9.45 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Financials (44.02 %) Materials (20.36 %) Health Care (9.45 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | Australia (98.61 %) United States (1.39 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.24 % | 0.3 % |
Key Summary
ILC | WVOL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P/ASX 20 - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.3 % |
Price | $32.17 | $42.42 |
Size | $687.198 million | $89.893 million |
10Y return | 35.45 % | N/A |
Annual distribution yield (5Y) | 6.44 % | 2.71 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ILC | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 4 |
Median incremental investment | $920.36 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,782.71 | $3,626.91 |
Average age group | > 35 | > 35 |
Pros and Cons
ILC | WVOL | |
|---|---|---|
Pros |
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Cons |
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ILC | WVOL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |