Compare AU
Compare MOAT 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 Morningstar US 'Wide Moat' (MOAT) 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
MOAT | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 4 |
Median incremental investment | $1,000.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,422.99 | $3,636.32 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | WVOL | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Health Care (38.79 %) Other (23.89 %) Information Technology (21.95 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.49 % | 0.3 % |
Key Summary
MOAT | WVOL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | Morningstar Wide Moat Focus Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.3 % |
Price | $134.03 | $42.53 |
Size | $1.072 billion | $85.356 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.81 % | 2.71 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 4 |
Median incremental investment | $1,000.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,422.99 | $3,636.32 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | WVOL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MOAT | WVOL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |