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Compare SKUK vs. WVOL

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

Hejaz Sukuk Active ETF (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 SKUK and WVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SKUK

WVOL

Popularity

Low

Low

Pearlers invested

6

4

Median incremental investment

$502.50

$2,005.19

Median investment frequency

Quarterly

Monthly

Median total investment

$824.84

$3,626.91

Average age group

> 35

> 35


Key Summary

SKUK

WVOL

Strategy

SKUK.AX was created on 2023-11-01 by Hejaz . The fund's investment portfolio concentrates primarily on target outcome asset allocation. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5to 7-years timeframe through exposure to a diversified equities portfolio of shariah complaint investments

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 91.51m in AUM and 386 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

Hejaz Sukuk Active ETF (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

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

Management fee

1.33 %

0.3 %


Key Summary

SKUK

WVOL

Issuer

Hejaz

iShares

Tracking index

Bloomberg Global Aggregate USD Sukuk Index - Benchmark TR Net

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

1.33 %

0.3 %

Price

$1.07

$42.53

Size

N/A

$89.893 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.30 %

2.71 %

Market

ASX

ASX

First listed date

31/10/2023

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

SKUK

WVOL

Popularity

Low

Low

Pearlers invested

6

4

Median incremental investment

$502.50

$2,005.19

Median investment frequency

Quarterly

Monthly

Median total investment

$824.84

$3,626.91

Average age group

> 35

> 35


Pros and Cons

SKUK

WVOL

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SKUK

WVOL

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

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