Compare AU
Compare WVOL vs. MOAT
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 Morningstar Wide Moat ETF (MOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 551 |
Median incremental investment | $3,504.92 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,979.91 | $3,933.60 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | MOAT | |
|---|---|---|
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 84.06m in AUM and 382 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | Huntington Ingalls Industries Inc (3.28 %) Boeing Co (3.02 %) Allegion PLC (2.86 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Industrials (32.83 %) Health Care (28.63 %) Other (23.89 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | United States (98.74 %) Netherlands (1.26 %) |
Management fee | 0.3 % | 0.49 % |
Key Summary
WVOL | MOAT | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | Morningstar Wide Moat Focus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.49 % |
Price | $43.91 | $121.05 |
Size | $83.445 million | $941.095 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 3.59 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 26/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | MOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 551 |
Median incremental investment | $3,504.92 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,979.91 | $3,933.60 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | MOAT | |
|---|---|---|
Pros |
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Cons |
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WVOL | MOAT |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |