Compare AU

Compare WVOL vs. ADEF

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

iShares MSCI World Ex Aust Minimum Volatility 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 WVOL and ADEF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

ADEF

Popularity

Low

N/A

Pearlers invested

4

0

Median incremental investment

$2,005.19

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,681.63

$0

Average age group

> 35

N/A


Key Summary

WVOL

ADEF

Strategy

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.

N/A

Top 3 holdings

T MOBILE US INC (1.53 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.16 %)

Apostle Dundas Global Equity Classd (Managed Fund) (100 %)

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

0.3 %

0 %


Key Summary

WVOL

ADEF

Issuer

iShares

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

ETF

Stock

Management fee

0.3 %

0 %

Price

$43.06

$6.17

Size

$89.893 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.71 %

0.28 %

Market

ASX

ASX

First listed date

14/10/2016

23/02/2021

Purchase fee

$6.50

$6.50


Community Stats

WVOL

ADEF

Popularity

Low

N/A

Pearlers invested

4

0

Median incremental investment

$2,005.19

$0

Median investment frequency

Monthly

N/A

Median total investment

$3,681.63

$0

Average age group

> 35

N/A


Pros and Cons

WVOL

ADEF

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

WVOL

ADEF

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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