Compare AU

Compare WVOL vs. HBRD

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares MSCI World Ex Aust Minimum Volatility ETF

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 HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

HBRD

Popularity

Low

Low

Pearlers invested

4

42

Median incremental investment

$2,005.19

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$3,664.53

$2,296.71

Average age group

> 35

> 35


Key Summary

WVOL

HBRD

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.

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

T MOBILE US INC (1.53 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.16 %)

BetaShares Active Australian Hybrids Fund (Managed Fund) (100 %)

Top 3 industries

Information Technology (20.14 %)

Health Care (16.42 %)

Consumer Staples (10.94 %)

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

Management fee

0.3 %

0.55 %


Key Summary

WVOL

HBRD

Issuer

iShares

BetaShares

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.55 %

Price

$42.86

$10.14

Size

$89.893 million

$2.337 billion

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.71 %

4.80 %

Market

ASX

ASX

First listed date

14/10/2016

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

WVOL

HBRD

Popularity

Low

Low

Pearlers invested

4

42

Median incremental investment

$2,005.19

$925.52

Median investment frequency

Monthly

Monthly

Median total investment

$3,664.53

$2,296.71

Average age group

> 35

> 35


Pros and Cons

WVOL

HBRD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

WVOL

HBRD

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

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