Compare AU
Compare SPY 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 SPDR S&P 500 ETF Trust (SPY) 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
SPY | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 4 |
Median incremental investment | $1,192.75 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,838.78 | $3,660.26 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | WVOL | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index). | 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 | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.0945 % | 0.3 % |
Key Summary
SPY | WVOL | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P 500 | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.3 % |
Price | $947.13 | $42.74 |
Size | $958.570 billion | $89.893 million |
10Y return | 288.09 % | N/A |
Annual distribution yield (5Y) | 1.31 % | 2.71 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 210 | 4 |
Median incremental investment | $1,192.75 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,838.78 | $3,660.26 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | WVOL | |
|---|---|---|
Pros |
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Cons |
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SPY | WVOL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |