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Compare WVOL vs. HVLU
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 MSCI International Value (Aud Hedged) ETF (HVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $2,052.39 | $5,101.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,632.58 | $6,586.20 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | HVLU | |
|---|---|---|
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 80.68m in AUM and 409 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | JOHNSON & JOHNSON (1.22 %) DUKE ENERGY CORP (1.03 %) SOFTBANK CORP (1.02 %) | VanEck MSCI Intl Val ETF (101.07 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) |
Management fee | 0.3 % | 0.29 % |
Key Summary
WVOL | HVLU | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.29 % |
Price | $44.00 | $37.27 |
Size | $79.177 million | $63.372 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 3.73 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 4 |
Median incremental investment | $2,052.39 | $5,101.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,632.58 | $6,586.20 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | HVLU | |
|---|---|---|
Pros |
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Cons |
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WVOL | HVLU |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |