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Compare WVOL vs. LEND
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 VanEck Glbl Listed Private Credit (Aud Hedged) ETF (LEND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | LEND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 23 |
Median incremental investment | $3,138.00 | $1,233.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,364.40 | $6,353.76 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | LEND | |
|---|---|---|
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. | LEND.AX was created on 2024-01-31 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | EXXON MOBIL CORP (1.24 %) JOHNSON & JOHNSON (1.12 %) DUKE ENERGY CORP (1.01 %) | Golub Capital BDC Inc (7.61 %) Ares Capital Corp (7.26 %) Blue Owl Capital Corp Ordinary Shares (7.21 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | |
Top 3 countries | United States (66.15 %) Japan (10.60 %) Canada (4.16 %) | United States (100.00 %) |
Management fee | 0.3 % | 0.65 % |
Key Summary
WVOL | LEND | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.65 % |
Price | $45.46 | $14.88 |
Size | $79.151 million | $217.235 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 7.32 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 01/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | LEND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 23 |
Median incremental investment | $3,138.00 | $1,233.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,364.40 | $6,353.76 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | LEND | |
|---|---|---|
Pros |
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Cons |
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WVOL | LEND |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |