Compare AU
Compare WVOL vs. GGFD
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 BetaShares Geared Long Us Tr Bond Ch (Hedge Fund) (GGFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | GGFD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $2,005.19 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,636.32 | $471.12 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | GGFD | |
|---|---|---|
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. | GGFD.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. Betashares Geared Long U.S. Treasury Bond Fund Currency Hedged (hedge fund) offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure |
Top 3 holdings | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) | US 10YR ULTRA FUT SEP24 (0 %) AUD - AUSTRALIA DOLLAR (105.83 %) USD - UNITED STATES DOLLAR (-5.83 %) |
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 % | 0.99 % |
Key Summary
WVOL | GGFD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.99 % |
Price | $42.53 | $19.63 |
Size | $89.893 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.71 % | - % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 05/12/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | GGFD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $2,005.19 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,636.32 | $471.12 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | GGFD | |
|---|---|---|
Pros |
| |
Cons |
|
WVOL | GGFD |
|---|---|
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 |