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Compare WVOL vs. E200
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 State Street SPDR S&P/ASX 200 Esg ETF (E200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 36 |
Median incremental investment | $3,169.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,476.62 | $2,636.85 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | E200 | |
|---|---|---|
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. | E200.AX was created on 2020-07-31 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 392.82m in AUM and 103 holdings. The State Street SPDR S&P/ASX 200 ESG ETF seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 ESG Index. |
Top 3 holdings | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) | Commonwealth Bank of Australia (15.23 %) Westpac Banking Corp (6.70 %) National Australia Bank Ltd (6.53 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | Financials (50.30 %) Materials (17.70 %) Health Care (10.97 %) |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | Australia (96.09 %) United States (2.88 %) New Zealand (0.52 %) |
Management fee | 0.3 % | 0.05 % |
Key Summary
WVOL | E200 | |
|---|---|---|
Issuer | iShares | State Street |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | S&P/ASX 200 ESG Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.05 % |
Price | $45.70 | $26.77 |
Size | $80.125 million | $385.226 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.75 % | 5.96 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 04/08/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | E200 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 36 |
Median incremental investment | $3,169.00 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,476.62 | $2,636.85 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | E200 | |
|---|---|---|
Pros |
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Cons |
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WVOL | E200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |