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Compare WVOL vs. MTUM
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 Betashares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 11 |
Median incremental investment | $2,573.92 | $813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,677.42 | $1,772.40 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | MTUM | |
|---|---|---|
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. | N/A |
Top 3 holdings | JOHNSON & JOHNSON (1.22 %) DUKE ENERGY CORP (1.03 %) SOFTBANK CORP (1.02 %) | SPI 200 FUTURES DEC25 (0 %) TELSTRA GROUP LTD (9.13 %) WESTPAC BANKING CORP (7.96 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | Financials (34.83 %) Consumer Discretionary (16.53 %) Industrials (14.39 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.3 % | 0 % |
Key Summary
WVOL | MTUM | |
|---|---|---|
Issuer | iShares | |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.3 % | 0 % |
Price | $45.38 | $29.54 |
Size | $78.315 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.68 % | 0.91 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 11 |
Median incremental investment | $2,573.92 | $813.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,677.42 | $1,772.40 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
WVOL | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |