Compare AU

Compare U100 vs. WVOL

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

Global X Us 100 ETF.

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 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

130

4

Median incremental investment

$1,016.75

$2,005.19

Median investment frequency

Monthly

Monthly

Median total investment

$3,093.03

$3,608.96

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 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 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

$15.35

$42.21

Size

$54.030 million

$83.110 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

130

4

Median incremental investment

$1,016.75

$2,005.19

Median investment frequency

Monthly

Monthly

Median total investment

$3,093.03

$3,608.96

Average age group

> 35

> 35


Pros and Cons

U100

WVOL

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

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

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