Compare AU
Compare WVOL vs. IBAL
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 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 |
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Cons |
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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 |