Compare AU
Compare WDMF 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 iShares World Equity Factor ETF (WDMF) and the iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WDMF | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $15,993.50 | $2,005.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $140,002.72 | $3,777.98 |
Average age group | > 35 | > 35 |
Key Summary
WDMF | WVOL | |
|---|---|---|
Strategy | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 174.11m in AUM and 423 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. | 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 82.27m in AUM and 388 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 (5.02 %) NVIDIA CORP (4.24 %) MICROSOFT CORP (4.12 %) | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) |
Top 3 industries | Information Technology (25.61 %) Financials (16.29 %) Consumer Discretionary (13.05 %) | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.35 % | 0.3 % |
Key Summary
WDMF | WVOL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.3 % |
Price | $46.42 | $43.93 |
Size | $171.052 million | $81.597 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.98 % | 2.73 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDMF | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $15,993.50 | $2,005.19 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $140,002.72 | $3,777.98 |
Average age group | > 35 | > 35 |
Pros and Cons
WDMF | WVOL | |
|---|---|---|
Pros |
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Cons |
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WDMF | WVOL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |