Compare AU
Compare SUBD 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 Aussie Subordinated Bonds (SUBD) 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
SUBD | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 4 |
Median incremental investment | $4,011.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,869.49 | $3,660.26 |
Average age group | > 35 | > 35 |
Key Summary
SUBD | WVOL | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of 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 | Commonwealth Bank of Australia (8.90 %) National Australia Bank Ltd. (7.15 %) ANZ Group Holdings Ltd. (6.31 %) | 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 | 0.29 % | 0.3 % |
Key Summary
SUBD | WVOL | |
|---|---|---|
Issuer | VanEck | iShares |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.3 % |
Price | $25.19 | $42.74 |
Size | $2.029 billion | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.58 % | 2.71 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 4 |
Median incremental investment | $4,011.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,869.49 | $3,660.26 |
Average age group | > 35 | > 35 |
Pros and Cons
SUBD | WVOL | |
|---|---|---|
Pros |
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Cons |
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SUBD | WVOL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |