Compare AU
Compare WVOL vs. GOAT
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 VanEck Morningstar International Wide Moat ETF (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 47 |
Median incremental investment | $3,504.92 | $693.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,961.83 | $2,362.15 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | GOAT | |
|---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 51.25m in AUM and 65 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | Allegro.EU SA Ordinary Shares (2.48 %) Anheuser-Busch InBev SA/NV (2.41 %) Huntington Ingalls Industries Inc (2.40 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Consumer Staples (39.30 %) Industrials (21.59 %) Other (19.42 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.3 % | 0.55 % |
Key Summary
WVOL | GOAT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.55 % |
Price | $43.91 | $27.79 |
Size | $83.445 million | $50.984 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 2.60 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 47 |
Median incremental investment | $3,504.92 | $693.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,961.83 | $2,362.15 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | GOAT | |
|---|---|---|
Pros |
| |
Cons |
|
WVOL | GOAT |
|---|---|
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 |