Compare AU

Compare WVOL vs. JREG

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 Jpmorgan Gl Res En In Eq Active ETF (Managed Fund) (JREG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

JREG

Popularity

Low

Low

Pearlers invested

4

2

Median incremental investment

$2,005.19

$4,496.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,608.96

$6,683.00

Average age group

> 35

> 35


Key Summary

WVOL

JREG

Strategy

WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses.

JREG.AX was created on 2015-05-05 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. To achieve a long-term return in excess of the benchmark,

Top 3 holdings

T MOBILE US INC (1.53 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.16 %)

NVIDIA Corp (5.04 %)

Apple Inc (4.82 %)

Microsoft Corp (4.52 %)

Top 3 industries

Information Technology (20.14 %)

Health Care (16.42 %)

Consumer Staples (10.94 %)

Information Technology (52.04 %)

Other (18.31 %)

Communication Services (12.44 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

United States (73.29 %)

Japan (4.97 %)

United Kingdom of Great Britain and Northern Ireland (4.05 %)

Management fee

0.3 %

0.3 %


Key Summary

WVOL

JREG

Issuer

iShares

JPMorgan

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

MSCI World ex Australia Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.3 %

0.3 %

Price

$42.21

$82.00

Size

$83.110 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.71 %

0.67 %

Market

ASX

ASX

First listed date

14/10/2016

09/11/2022

Purchase fee

$6.50

$6.50


Community Stats

WVOL

JREG

Popularity

Low

Low

Pearlers invested

4

2

Median incremental investment

$2,005.19

$4,496.75

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,608.96

$6,683.00

Average age group

> 35

> 35


Pros and Cons

WVOL

JREG

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

WVOL

JREG

Lower exposure to US market

Higher exposure to US market

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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