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Compare RMBS 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, shares and ETFs are a popular choice. Two options in the ASX are RMBS and WVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RMBS | WVOL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 5 |
Median incremental investment | $715.00 | $3,504.92 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $702.24 | $4,988.95 |
Average age group | > 35 | > 35 |
Key Summary
RMBS | WVOL | |
---|---|---|
Strategy | RMBS.AX was created on 2025-04-22 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide an investment return before fees and other costs which tracks the performance of the Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a oneto-one basis. | 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 80.5m in AUM and 395 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 | VanEck Australian Rmbs ETF (100 %) | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0 % | 0.3 % |
Key Summary
RMBS | WVOL | |
---|---|---|
Issuer | VanEck | iShares |
Tracking index | ICE 0.5-3 Year AAA Large Cap Australian RMBS Index - AUD - Benchmark TR Gross | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.3 % |
Price | $25.08 | $44.15 |
Size | $6.556 million | $80.502 million |
10Y return | N/A | N/A |
Annual dividend/βdistribution yield (5Y) | 0.08 % | 2.73 % |
Market | ASX | ASX |
First listed date | 23/04/2025 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RMBS | WVOL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 5 |
Median incremental investment | $715.00 | $3,504.92 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $702.24 | $4,988.95 |
Average age group | > 35 | > 35 |
Pros and Cons
RMBS | WVOL | |
---|---|---|
Pros |
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Cons |
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RMBS | WVOL |
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Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |