Compare AU
Compare IXJ 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 Global 1200 Healthcare (IXJ) 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
IXJ | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 4 |
Median incremental investment | $1,000.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,695.72 | $3,654.27 |
Average age group | 26 - 35 | > 35 |
Key Summary
IXJ | WVOL | |
|---|---|---|
Strategy | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. 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 global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks | 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 | Eli Lilly and Company (8.25 %) UnitedHealth Group Incorporated (5.81 %) Johnson & Johnson (4.72 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (99.97 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.46 % | 0.3 % |
Key Summary
IXJ | WVOL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P Global 1200 Healthcare Sector Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.46 % | 0.3 % |
Price | $139.04 | $42.42 |
Size | $1.380 billion | $89.893 million |
10Y return | 124.60 % | N/A |
Annual distribution yield (5Y) | 1.26 % | 2.71 % |
Market | ASX | ASX |
First listed date | 11/03/2009 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IXJ | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 4 |
Median incremental investment | $1,000.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,695.72 | $3,654.27 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IXJ | WVOL | |
|---|---|---|
Pros |
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Cons |
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IXJ | WVOL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |