Compare AU
Compare WVOL vs. BEAR
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 S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 3 |
Median incremental investment | $2,005.19 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,636.32 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.3 % | 1.38 % |
Key Summary
WVOL | BEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 1.38 % |
Price | $42.53 | $7.67 |
Size | $85.356 million | $50.186 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | 2.71 % | 0.28 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 3 |
Median incremental investment | $2,005.19 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,636.32 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
WVOL | BEAR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |