Compare AU
Compare WVOL vs. IJR
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 Edge MSCI World Minimum Volatility (WVOL) and the S&P US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 80 |
Median incremental investment | $2,005.19 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,626.91 | $6,613.68 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | IJR | |
|---|---|---|
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 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | United States (98.93 %) |
Management fee | 0.3 % | 0.07 % |
Key Summary
WVOL | IJR | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.07 % |
Price | $42.53 | $194.31 |
Size | $89.893 million | $736.752 million |
10Y return | N/A | 192.09 % |
Annual distribution yield (5Y) | 2.71 % | 1.24 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 80 |
Median incremental investment | $2,005.19 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,626.91 | $6,613.68 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | IJR | |
|---|---|---|
Pros |
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Cons |
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WVOL | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |