Compare AU
Compare U100 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 U100 and WVOL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
U100 | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 4 |
Median incremental investment | $1,030.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,150.88 | $3,660.26 |
Average age group | > 35 | > 35 |
Key Summary
U100 | WVOL | |
|---|---|---|
Strategy | U100.AX was created on 2023-08-21 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 45.44m in AUM and 100 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Global X US 100 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 | Global X Us 100 ETF. (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 | 0.24 % | 0.3 % |
Key Summary
U100 | WVOL | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | Global X US 100 Index - Benchmark TR Gross | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.3 % |
Price | $15.03 | $42.74 |
Size | $50.971 million | $89.893 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.06 % | 2.71 % |
Market | ASX | ASX |
First listed date | 22/08/2023 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
U100 | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 124 | 4 |
Median incremental investment | $1,030.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,150.88 | $3,660.26 |
Average age group | > 35 | > 35 |
Pros and Cons
U100 | WVOL | |
|---|---|---|
Pros |
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Cons |
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U100 | WVOL |
|---|---|
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 |