Compare AU
Compare ROYL 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 BetaShares Global Royalties ETF (ROYL) 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
ROYL | WVOL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $700.30 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,675.52 | $3,636.32 |
Average age group | > 35 | > 35 |
Key Summary
ROYL | WVOL | |
---|---|---|
Strategy | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. | 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 | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.69 % | 0.3 % |
Key Summary
ROYL | WVOL | |
---|---|---|
Issuer | BetaShares | iShares |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.3 % |
Price | $10.88 | $42.53 |
Size | $11.057 million | $85.356 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.27 % | 2.71 % |
Market | ASX | ASX |
First listed date | 12/09/2022 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROYL | WVOL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $700.30 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,675.52 | $3,636.32 |
Average age group | > 35 | > 35 |
Pros and Cons
ROYL | WVOL | |
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Pros |
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Cons |
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ROYL | WVOL |
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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 |
Lower distribution yield | Higher distribution yield |