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Compare WVOL vs. IESG
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 MSCI Australia Esg ETF (IESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 74 |
Median incremental investment | $3,169.00 | $1,460.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,478.04 | $7,430.37 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | IESG | |
|---|---|---|
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 73.73m in AUM and 405 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 578.03m in AUM and 95 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers |
Top 3 holdings | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) | COMMONWEALTH BANK OF AUSTRALIA (14.17 %) MACQUARIE GROUP LTD DEF (8.38 %) WESFARMERS LTD (8.14 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | Financials (29.77 %) Materials (18.88 %) Consumer Discretionary (10.77 %) |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | Australia (99.15 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) United States (0.21 %) |
Management fee | 0.3 % | 0.01 % |
Key Summary
WVOL | IESG | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.01 % |
Price | $45.72 | $31.54 |
Size | $62.413 million | $578.401 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.75 % | 2.42 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 03/06/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | IESG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 74 |
Median incremental investment | $3,169.00 | $1,460.85 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,478.04 | $7,430.37 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | IESG | |
|---|---|---|
Pros |
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Cons |
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WVOL | IESG |
|---|---|
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 |