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Compare WVOL vs. ADEF
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 Apostle Dundas Gbl Eqty Fund - Class D Active ETF (ADEF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | ADEF | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 7 | 0 |
Median incremental investment | $2,052.39 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,655.00 | $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 80.68m in AUM and 409 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | ADEF.AX was created on 2021-02-24 by Apostle. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to deliver Long-Term dividend growth and capital appreciation. The target is to exceed the MSCI All Country World ex Australia Index by 2.5% p.a. after all fees and expenses on a rolling 5 year basis. |
Top 3 holdings | JOHNSON & JOHNSON (1.22 %) DUKE ENERGY CORP (1.03 %) SOFTBANK CORP (1.02 %) | Alphabet Inc Class C (4.12 %) Microsoft Corp (3.94 %) WR Berkley Corp (3.64 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | Financials (38.26 %) Information Technology (31.92 %) Industrials (11.72 %) |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | |
Management fee | 0.3 % | 0 % |
Key Summary
WVOL | ADEF | |
|---|---|---|
Issuer | iShares | Apostle |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | MSCI All Country World ex-Australia Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0 % |
Price | $45.00 | $5.75 |
Size | $79.177 million | $15.109 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 0.32 % |
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 | 7 | 0 |
Median incremental investment | $2,052.39 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,655.00 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
WVOL | ADEF | |
|---|---|---|
Pros |
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Cons |
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WVOL | ADEF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |