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Compare AU
Compare LEVR 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 First Sentier Geared Australian Share Complex ETF (LEVR) and the iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
LEVR | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $3,056.34 | $2,052.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,707.16 | $2,636.71 |
Average age group | 26 - 35 | > 35 |
Key Summary
LEVR | WVOL | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | 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 79.0m in AUM and 398 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 (10.51 %) BHP Group Ltd (10.35 %) National Australia Bank Ltd (8.02 %) | JOHNSON & JOHNSON (1.22 %) DUKE ENERGY CORP (1.03 %) SOFTBANK CORP (1.02 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) |
Top 3 countries | Australia (94.34 %) United States (5.66 %) | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) |
Management fee | 0 % | 0.3 % |
Key Summary
LEVR | WVOL | |
|---|---|---|
Issuer | First Sentier | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.3 % |
Price | $1.485 | $44.69 |
Size | N/A | $78.766 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.74 % | 2.73 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $3,056.34 | $2,052.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,707.16 | $2,636.71 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
LEVR | WVOL | |
|---|---|---|
Pros |
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Cons |
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LEVR | 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 |