Compare AU
Compare WVOL vs. MVB
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 Australian Banks ETF (MVB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 101 |
Median incremental investment | $2,005.19 | $710.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,664.53 | $1,872.01 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | MVB | |
|---|---|---|
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 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) | Commonwealth Bank of Australia (20.42 %) ANZ Group Holdings Ltd (20.11 %) National Australia Bank Ltd (20.05 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) | Financials (99.87 %) Other (0.13 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | Australia (100.00 %) |
Management fee | 0.3 % | 0.28 % |
Key Summary
WVOL | MVB | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | MVIS Australia Banks Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.28 % |
Price | $42.86 | $39.83 |
Size | $89.893 million | $232.561 million |
10Y return | N/A | 50.08 % |
Annual distribution yield (5Y) | 2.71 % | 6.40 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 101 |
Median incremental investment | $2,005.19 | $710.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,664.53 | $1,872.01 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | MVB | |
|---|---|---|
Pros |
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Cons |
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WVOL | MVB |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |