Compare AU
Compare ISEC 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 Bank Bills Enhanced Cash (ISEC) 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
ISEC | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 4 |
Median incremental investment | $1,096.75 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,207.32 | $3,626.91 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISEC | WVOL | |
|---|---|---|
Strategy | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. | 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 | RBC MONEY MARKET 11AM (11.99 %) UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %) OVERSEA-CHINESE BANKING CORPORATIO (5.81 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) | 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 | 0.12 % | 0.3 % |
Key Summary
ISEC | WVOL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P/ASX Bank Bill Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.12 % | 0.3 % |
Price | $100.61 | $42.42 |
Size | $246.959 million | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.07 % | 2.71 % |
Market | ASX | ASX |
First listed date | 06/06/2017 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISEC | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 4 |
Median incremental investment | $1,096.75 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,207.32 | $3,626.91 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISEC | WVOL | |
|---|---|---|
Pros |
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Cons |
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ISEC | 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 |