Compare AU

Compare WVOL vs. IHVV

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

iShares MSCI World Ex Aust Minimum Volatility ETF

ASX

Buy

Buy

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 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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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