Compare AU
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 Edge MSCI World Minimum Volatility (WVOL) and the Edge MSCI Australia Multifactor (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 | 4 | 3 |
Median incremental investment | $2,005.19 | $129.64 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,666.24 | $1,478.87 |
Average age group | > 35 | 26 - 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 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. | 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 78.88m in AUM and 122 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 | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) | COMMONWEALTH BANK OF AUSTRALIA (8.15 %) BHP GROUP LTD (7.02 %) CSL LTD (4.26 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) | Financials (28.68 %) Materials (18.21 %) Industrials (12.21 %) |
Top 3 countries | ||
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 | $42.88 | $36.07 |
Size | $89.893 million | $82.030 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.71 % | 5.42 % |
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 | 4 | 3 |
Median incremental investment | $2,005.19 | $129.64 |
Median investment frequency | Monthly | Weekly |
Median total investment | $3,666.24 | $1,478.87 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | AUMF | |
|---|---|---|
Pros |
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Cons |
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WVOL | AUMF |
|---|---|
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |