Compare AU
Compare WVOL vs. HGBL
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 Betashares Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 78 |
Median incremental investment | $3,504.92 | $4,983.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,979.91 | $15,567.58 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | MSCI WORLD INDEX JUN25 (0 %) APPLE INC (4.75 %) MICROSOFT CORP (4.72 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Other (30.81 %) Information Technology (22.26 %) Financials (8.90 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.3 % | 0.11 % |
Key Summary
WVOL | HGBL | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.11 % |
Price | $43.91 | $65.53 |
Size | $83.445 million | $1.263 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 0.53 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 78 |
Median incremental investment | $3,504.92 | $4,983.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,979.91 | $15,567.58 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | HGBL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
WVOL | HGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |