Compare AU

Compare WVOL vs. GARP

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, shares and ETFs are a popular choice. Two options in the ASX are WVOL and GARP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

GARP

Popularity

Low

Low

Pearlers invested

4

18

Median incremental investment

$2,005.19

$1,032.19

Median investment frequency

Monthly

Monthly

Median total investment

$3,654.27

$1,913.88

Average age group

> 35

> 35


Key Summary

WVOL

GARP

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.

GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 4.65m in AUM and 248 holdings. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index.

Top 3 holdings

T MOBILE US INC (1.53 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.16 %)

Global X S&P World Ex Australia Garp ETF (100 %)

Top 3 industries

Information Technology (20.14 %)

Health Care (16.42 %)

Consumer Staples (10.94 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

Management fee

0.3 %

0 %


Key Summary

WVOL

GARP

Issuer

iShares

Global X

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.3 %

0 %

Price

$42.42

$11.67

Size

$89.893 million

$6.572 million

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

2.71 %

- %

Market

ASX

ASX

First listed date

14/10/2016

25/09/2024

Purchase fee

$6.50

$6.50


Community Stats

WVOL

GARP

Popularity

Low

Low

Pearlers invested

4

18

Median incremental investment

$2,005.19

$1,032.19

Median investment frequency

Monthly

Monthly

Median total investment

$3,654.27

$1,913.88

Average age group

> 35

> 35


Pros and Cons

WVOL

GARP

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

WVOL

GARP

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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