Compare AU
Compare WVOL vs. IHVV
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 S&P 500 Aud Hedged ETF (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 165 |
Median incremental investment | $2,005.19 | $1,497.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,608.96 | $3,229.66 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | IHVV | |
|---|---|---|
Strategy | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | United States (94.52 %) |
Management fee | 0.3 % | 0.1 % |
Key Summary
WVOL | IHVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | S&P 500 Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.1 % |
Price | $42.21 | $54.74 |
Size | $83.110 million | $2.054 billion |
10Y return | N/A | 113.25 % |
Annual distribution yield (5Y) | 2.71 % | 51.08 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 165 |
Median incremental investment | $2,005.19 | $1,497.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,608.96 | $3,229.66 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | IHVV | |
|---|---|---|
Pros |
| |
Cons |
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WVOL | IHVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |