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Compare AU

Compare WVOL vs. IBAL

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

iShares MSCI World Ex Aust Minimum Volatility ETF

ASX

Buy

Buy

iShares Balanced Esg ETF

ASX

Overview
Performance

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 Balanced Esg ETF (IBAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

IBAL

Popularity

Low

Low

Pearlers invested

5

1

Median incremental investment

$3,504.92

$993.50

Median investment frequency

Fortnightly

Weekly

Median total investment

$4,901.94

$946.11

Average age group

> 35

> 35


Key Summary

WVOL

IBAL

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 122.59m in AUM and 381 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses.

IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation .

Top 3 holdings

T MOBILE US INC (1.44 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.05 %)

iShares Core MSCI Wld Ex Aus ESG ETF (23.89 %)

iShares Treasury ETF (16.32 %)

iShares Core MSCI Australia ESG ETF (16.19 %)

Top 3 industries

Information Technology (20.44 %)

Health Care (14.89 %)

Consumer Staples (10.76 %)

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.3 %

0.22 %


Key Summary

WVOL

IBAL

Issuer

iShares

iShares

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.22 %

Price

$43.38

$28.67

Size

$82.093 million

$16.543 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.73 %

1.53 %

Market

ASX

ASX

First listed date

14/10/2016

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

WVOL

IBAL

Popularity

Low

Low

Pearlers invested

5

1

Median incremental investment

$3,504.92

$993.50

Median investment frequency

Fortnightly

Weekly

Median total investment

$4,901.94

$946.11

Average age group

> 35

> 35


Pros and Cons

WVOL

IBAL

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

WVOL

IBAL

Lower exposure to AU market

Higher exposure to AU market

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