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Compare R3AL 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 Clearbridge Real Income Fund - Active ETF (R3AL) 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
R3AL | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $999.94 | $3,138.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,010.32 | $6,644.18 |
Average age group | > 35 | > 35 |
Key Summary
R3AL | WVOL | |
|---|---|---|
Strategy | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. | 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 | Transurban Group (6.90 %) Scentre Group (6.69 %) Aurizon Holdings Ltd (6.53 %) | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) |
Top 3 industries | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) |
Top 3 countries | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) |
Management fee | 0 % | 0.3 % |
Key Summary
R3AL | WVOL | |
|---|---|---|
Issuer | Martin Currie | iShares |
Tracking index | S&P ASX 200 | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.3 % |
Price | $1.455 | $46.96 |
Size | $406.538 million | $62.916 million |
10Y return | N/A | 87.84 % |
Annual distribution yield (5Y) | 4.71 % | 2.75 % |
Market | ASX | ASX |
First listed date | 27/01/2025 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
R3AL | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $999.94 | $3,138.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,010.32 | $6,644.18 |
Average age group | > 35 | > 35 |
Pros and Cons
R3AL | WVOL | |
|---|---|---|
Pros |
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Cons |
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R3AL | 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 |