Compare AU

Compare WVOL vs. JPHQ

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 Jpm Us100Q Eq Prem Inc H Active ETF (Managed Fund) (JPHQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

JPHQ

Popularity

Low

Low

Pearlers invested

4

1

Median incremental investment

$2,005.19

$1,000.00

Median investment frequency

Monthly

Quarterly

Median total investment

$3,664.53

$4,312.80

Average age group

> 35

26 - 35


Key Summary

WVOL

JPHQ

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.

JPHQ.AX was created on 2023-05-25 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation.

Top 3 holdings

T MOBILE US INC (1.53 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.16 %)

JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %)

Top 3 industries

Information Technology (20.14 %)

Health Care (16.42 %)

Consumer Staples (10.94 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.3 %

0.4 %


Key Summary

WVOL

JPHQ

Issuer

iShares

JPMorgan

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.4 %

Price

$42.86

$59.90

Size

$89.893 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.71 %

2.40 %

Market

ASX

ASX

First listed date

14/10/2016

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

WVOL

JPHQ

Popularity

Low

Low

Pearlers invested

4

1

Median incremental investment

$2,005.19

$1,000.00

Median investment frequency

Monthly

Quarterly

Median total investment

$3,664.53

$4,312.80

Average age group

> 35

26 - 35


Pros and Cons

WVOL

JPHQ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

WVOL

JPHQ

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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