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Compare OPPT 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 Magellan Global Opportunities Fund - Active ETF (OPPT) 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
OPPT | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 7 |
Median incremental investment | $0 | $2,052.39 |
Median investment frequency | N/A | Monthly |
Median total investment | $4,966.67 | $2,636.71 |
Average age group | > 35 | > 35 |
Key Summary
OPPT | WVOL | |
|---|---|---|
Strategy | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World Net Total Return Index (AUD) net of fees over periods of three years or longer. | 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 | Microsoft Corp (8.00 %) Amazon.com Inc (7.38 %) Mastercard Inc Class A (5.98 %) | JOHNSON & JOHNSON (1.22 %) DUKE ENERGY CORP (1.03 %) SOFTBANK CORP (1.02 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | |
Management fee | 0 % | 0.3 % |
Key Summary
OPPT | WVOL | |
|---|---|---|
Issuer | Magellan | iShares |
Tracking index | MSCI World Index | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.3 % |
Price | $1.705 | $44.69 |
Size | N/A | $80.598 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.83 % | 2.73 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OPPT | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 7 |
Median incremental investment | $0 | $2,052.39 |
Median investment frequency | N/A | Monthly |
Median total investment | $4,966.67 | $2,636.71 |
Average age group | > 35 | > 35 |
Pros and Cons
OPPT | WVOL | |
|---|---|---|
Pros |
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Cons |
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OPPT | WVOL |
|---|---|
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 |