Compare AU
Compare IVV 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 US 500 (IVV) 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
IVV | WVOL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,531 | 4 |
Median incremental investment | $1,000.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.04 | $3,626.91 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | WVOL | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (99.92 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.04 % | 0.3 % |
Key Summary
IVV | WVOL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.3 % |
Price | $63.52 | $42.53 |
Size | $10.019 billion | $89.893 million |
10Y return | 287.25 % | N/A |
Annual distribution yield (5Y) | 13.82 % | 2.71 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | WVOL | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,531 | 4 |
Median incremental investment | $1,000.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.04 | $3,626.91 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | WVOL | |
|---|---|---|
Pros |
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Cons |
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IVV | WVOL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |