Compare AU
Compare QUAL 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 MSCI Global 'Quality' (ex-AUS) (QUAL) 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
QUAL | WVOL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 4 |
Median incremental investment | $858.17 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $3,636.32 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | WVOL | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 | Apple Inc (5.44 %) Meta Platforms Inc Class A (5.28 %) Microsoft Corp (5.15 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Information Technology (42.42 %) Communication Services (22.91 %) Health Care (19.91 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.4 % | 0.3 % |
Key Summary
QUAL | WVOL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | MSCI World ex Australia Quality Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.3 % |
Price | $58.87 | $42.53 |
Size | $7.244 billion | $85.356 million |
10Y return | 261.17 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 2.71 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | WVOL | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 4 |
Median incremental investment | $858.17 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $3,636.32 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | WVOL | |
|---|---|---|
Pros |
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Cons |
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QUAL | 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 |