Compare AU
Compare WVOL vs. IYLD
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 Yield Plus ETF (IYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $3,504.92 | $199.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,897.42 | $1,656.44 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | IYLD | |
|---|---|---|
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. | IYLD.AX was created on 2020-05-27 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 58.64m in AUM and 139 holdings. 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 the Australian corporate bond market (excluding issuers ANZ, CBA, NAB and WBC). |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | AUD CASH (2.49 %) LIBERTY FINANCIAL PTY LTD MTN RegS (1.46 %) NEWCASTLE GREATER MUTUAL GROUP LTD MTN RegS (1.44 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Other (98.80 %) Financials (1.15 %) Consumer Discretionary (1.10 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.3 % | 0.12 % |
Key Summary
WVOL | IYLD | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | Bloomberg AusBond Credit and FRN Ex Big 4 Banks Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.12 % |
Price | $43.38 | $100.29 |
Size | $123.758 million | $58.792 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 2.75 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 28/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | IYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 2 |
Median incremental investment | $3,504.92 | $199.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,897.42 | $1,656.44 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | IYLD | |
|---|---|---|
Pros |
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Cons |
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WVOL | IYLD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |