Compare AU

Compare WVOL vs. DZZF

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

Edge MSCI World Minimum Volatility

ASX

Buy

Buy

Overview
Performance

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 BetaShares Ethical Diversified High Growth (DZZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

DZZF

Popularity

Low

Low

Pearlers invested

4

405

Median incremental investment

$2,005.19

$1,044.04

Median investment frequency

Monthly

Monthly

Median total investment

$3,654.27

$2,651.88

Average age group

> 35

26 - 35


Key Summary

WVOL

DZZF

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.

The fund aims to track the weighted average performance of the underlying ETFs like FAIR and ETHI before considering additional fees, expenses, and taxes.

Top 3 holdings

T MOBILE US INC (1.53 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.16 %)

BETASHARES GLOBAL SUSTAINABILI (39.03 %)

BETASHARES AUSTRALIAN SUSTAINA (33.61 %)

BETASHARES GLOBAL SUSTAINABILI (16.81 %)

Top 3 industries

Information Technology (20.14 %)

Health Care (16.42 %)

Consumer Staples (10.94 %)

Other (99.77 %)

Communication Services (0.23 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

United States (49.43 %)

Australia (33.87 %)

Japan (4.93 %)

Management fee

0.3 %

0.39 %


Key Summary

WVOL

DZZF

Issuer

iShares

BetaShares

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.39 %

Price

$42.74

$31.60

Size

$89.893 million

$98.140 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.71 %

3.70 %

Market

ASX

ASX

First listed date

14/10/2016

12/12/2019

Purchase fee

$6.50

$6.50


Community Stats

WVOL

DZZF

Popularity

Low

Low

Pearlers invested

4

405

Median incremental investment

$2,005.19

$1,044.04

Median investment frequency

Monthly

Monthly

Median total investment

$3,654.27

$2,651.88

Average age group

> 35

26 - 35


Pros and Cons

WVOL

DZZF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

WVOL

DZZF

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

Home