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Compare WVOL vs. AUMF
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 iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 26 |
Median incremental investment | $2,052.39 | $416.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,837.25 | $1,000.91 |
Average age group | 26 - 35 | > 35 |
Key Summary
WVOL | AUMF | |
|---|---|---|
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. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 152.02m in AUM and 129 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | JOHNSON & JOHNSON (1.22 %) DUKE ENERGY CORP (1.03 %) SOFTBANK CORP (1.02 %) | COMMONWEALTH BANK OF AUSTRALIA (9.31 %) BHP GROUP LTD (6.21 %) RIO TINTO LTD (3.37 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | Financials (30.50 %) Materials (20.00 %) Real Estate (9.83 %) |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | Australia (99.82 %) New Zealand (0.11 %) United States (0.07 %) |
Management fee | 0.3 % | 0.3 % |
Key Summary
WVOL | AUMF | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.3 % |
Price | $44.11 | $37.89 |
Size | $79.177 million | $145.906 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 4.14 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 26 |
Median incremental investment | $2,052.39 | $416.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,837.25 | $1,000.91 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
WVOL | AUMF | |
|---|---|---|
Pros |
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Cons |
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WVOL | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |