Compare AU

Compare RINC vs. WVOL

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RINC and WVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

RINC

WVOL

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$1,094.28

$2,005.19

Median investment frequency

Monthly

Monthly

Median total investment

$170.43

$3,608.96

Average age group

26 - 35

> 35


Key Summary

RINC

WVOL

Strategy

RINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index 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

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund) (100 %)

T MOBILE US INC (1.53 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.16 %)

Top 3 industries

Information Technology (20.14 %)

Health Care (16.42 %)

Consumer Staples (10.94 %)

Top 3 countries

Australia (67.74 %)

New Zealand (11.82 %)

United States (6.44 %)

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

Management fee

0.85 %

0.3 %


Key Summary

RINC

WVOL

Issuer

BetaShares

iShares

Tracking index

S&P ASX 200

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.85 %

0.3 %

Price

$8.97

$42.21

Size

$49.502 million

$83.110 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

4.14 %

2.71 %

Market

ASX

ASX

First listed date

19/02/2018

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

RINC

WVOL

Popularity

Low

Low

Pearlers invested

1

4

Median incremental investment

$1,094.28

$2,005.19

Median investment frequency

Monthly

Monthly

Median total investment

$170.43

$3,608.96

Average age group

26 - 35

> 35


Pros and Cons

RINC

WVOL

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

RINC

WVOL

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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