Compare AU
Compare WVOL vs. GIVE
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $3,504.92 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $4,979.91 | $815.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | GIVE | |
|---|---|---|
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 84.06m in AUM and 382 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | Perpetual Esg Australian Share Active ETF (100 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.3 % | 0.65 % |
Key Summary
WVOL | GIVE | |
|---|---|---|
Issuer | iShares | Perpetual |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.65 % |
Price | $43.91 | $3.26 |
Size | $83.445 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.73 % | 6.02 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $3,504.92 | $523.25 |
Median investment frequency | Fortnightly | Quarterly |
Median total investment | $4,979.91 | $815.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | GIVE | |
|---|---|---|
Pros |
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Cons |
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WVOL | GIVE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |