Compare AU
Compare WVOL vs. IOZ
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 S&P/ASX 200 ETF (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 779 |
Median incremental investment | $3,504.92 | $1,004.66 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,979.91 | $2,511.04 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | IOZ | |
|---|---|---|
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 84.06m in AUM and 382 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | COMMONWEALTH BANK OF AUSTRALIA (10.42 %) BHP GROUP LTD (8.26 %) CSL LTD (5.13 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Financials (31.87 %) Materials (18.17 %) Health Care (8.42 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) |
Management fee | 0.3 % | 0.05 % |
Key Summary
WVOL | IOZ | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.05 % |
Price | $43.91 | $33.20 |
Size | $83.445 million | $6.768 billion |
10Y return | N/A | 37.47 % |
Annual distribution yield (5Y) | 2.73 % | 5.33 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | IOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 779 |
Median incremental investment | $3,504.92 | $1,004.66 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,979.91 | $2,511.04 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | IOZ | |
|---|---|---|
Pros |
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Cons |
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WVOL | IOZ |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |