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Compare WVOL vs. IOZ

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

iShares MSCI World Ex Aust Minimum Volatility ETF

ASX

Buy

Buy

iShares Core S&P/ASX 200 ETF

ASX

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 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

776

Median incremental investment

$3,504.92

$1,004.66

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,901.94

$2,438.84

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 122.59m in AUM and 381 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

$43.38

$32.09

Size

$82.093 million

$6.643 billion

10Y return

N/A

24.91 %

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

776

Median incremental investment

$3,504.92

$1,004.66

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,901.94

$2,438.84

Average age group

> 35

26 - 35


Pros and Cons

WVOL

IOZ

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

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