Compare AU
Compare WVOL vs. MGOC
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are WVOL and MGOC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | MGOC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 41 |
Median incremental investment | $3,504.92 | $908.32 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,901.94 | $2,719.90 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | MGOC | |
|---|---|---|
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. | MGOC.AX was created on 2007-07-01 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 7342.53m in AUM and 29 holdings. The investment objectives of the Fund are to achieve attractive risk-adjusted returns over the medium to long-term while reducing the risk of permanent capital loss. The Fund aims to deliver 9% p.a. net of fees over the economic cycle. |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | Magellan Global Fund -Open Class Units -Active ETF (100 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.3 % | 1.35 % |
Key Summary
WVOL | MGOC | |
|---|---|---|
Issuer | iShares | Magellan |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 1.35 % |
Price | $43.38 | $2.95 |
Size | $82.093 million | $7.227 billion |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.73 % | 4.23 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 29/11/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | MGOC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 41 |
Median incremental investment | $3,504.92 | $908.32 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,901.94 | $2,719.90 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | MGOC | |
|---|---|---|
Pros |
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Cons |
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WVOL | MGOC |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |