Compare AU
Compare WVOL vs. IAF
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 iShares Core Composite Bond ETF (IAF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 535 |
Median incremental investment | $3,504.92 | $1,079.84 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,961.83 | $2,573.00 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | IAF | |
|---|---|---|
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. | IAF.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 3004.01m in AUM and 620 holdings. The fund aims to provide investors with the performance of the Bloomberg AusBond Composite 0+ Yr IndexSM, before fees and expenses. The index is designed to measure the performance of the Australian bond market and includes investment grade fixed income securities issued by the Australian Treasury, |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | AUSTRALIA (COMMONWEALTH OF) RegS (2.58 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.49 %) AUSTRALIA (COMMONWEALTH OF) RegS (2.48 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Other (99.35 %) Communication Services (0.20 %) Financials (0.18 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.3 % | 0.15 % |
Key Summary
WVOL | IAF | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | Bloomberg AusBond Composite 0+ Yr Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.15 % |
Price | $43.91 | $102.92 |
Size | $83.445 million | $2.977 billion |
10Y return | N/A | -3.27 % |
Annual distribution yield (5Y) | 2.73 % | 2.00 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | IAF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 535 |
Median incremental investment | $3,504.92 | $1,079.84 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,961.83 | $2,573.00 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | IAF | |
|---|---|---|
Pros |
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Cons |
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WVOL | IAF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |