Back
Compare AU
Compare WVOL vs. AASF
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 MSCI World Ex Aust Minimum Volatility ETF (WVOL) and the Airlie Australian Share Fund - Active ETF (AASF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | AASF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 9 |
Median incremental investment | $3,138.00 | $1,002.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,608.24 | $1,432.42 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | AASF | |
|---|---|---|
Strategy | 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. | AASF.AX was created on 2018-06-01 by Airlie. The fund's investment portfolio concentrates primarily on total market equity. The Funds primary objective is to provide long-term capital growth and regular income through investment in Australian equities. |
Top 3 holdings | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) | BHP Group Ltd (12.66 %) Commonwealth Bank of Australia (7.46 %) National Australia Bank Ltd (5.37 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | Materials (24.59 %) Financials (21.58 %) Health Care (20.30 %) |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | Australia (89.57 %) United States (9.78 %) New Zealand (0.65 %) |
Management fee | 0.3 % | 0.78 % |
Key Summary
WVOL | AASF | |
|---|---|---|
Issuer | iShares | Airlie |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.78 % |
Price | $43.68 | $3.83 |
Size | $72.579 million | $889.016 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 3.63 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 03/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | AASF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 9 |
Median incremental investment | $3,138.00 | $1,002.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,608.24 | $1,432.42 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | AASF | |
|---|---|---|
Pros |
|
|
Cons |
|
|
WVOL | AASF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |