Compare AU
Compare WVOL vs. MVE
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 S&P/ASX Midcap ETF (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 38 |
Median incremental investment | $3,504.92 | $715.57 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,864.65 | $2,936.78 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | MVE | |
|---|---|---|
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. | MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100. |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | Evolution Mining Ltd (5.91 %) REA Group Ltd (4.35 %) JB Hi Fi Ltd (3.78 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Materials (24.78 %) Real Estate (24.47 %) Consumer Discretionary (20.54 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | Australia (94.11 %) New Zealand (3.28 %) United States (2.61 %) |
Management fee | 0.3 % | 0.45 % |
Key Summary
WVOL | MVE | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | S&P/ASX Midcap 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.45 % |
Price | $43.05 | $38.14 |
Size | $123.758 million | $320.319 million |
10Y return | N/A | 75.84 % |
Annual distribution yield (5Y) | 2.73 % | 3.48 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | MVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 38 |
Median incremental investment | $3,504.92 | $715.57 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,864.65 | $2,936.78 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | MVE | |
|---|---|---|
Pros |
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Cons |
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WVOL | MVE |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |