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Compare WVOL vs. MVOL

Compare shares and ETFs on the ASX that you can trade on Pearler.

iShares MSCI World Ex Aust Minimum Volatility ETF

ASX

Buy

Buy

Overview
Performance

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 iShares Edge MSCI Australia Minimum Volatility ETF (MVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

MVOL

Popularity

Low

Low

Pearlers invested

5

2

Median incremental investment

$3,504.92

$2,592.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,864.65

$2,673.83

Average age group

> 35

> 35


Key Summary

WVOL

MVOL

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.

MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 24.41m in AUM and 101 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses.

Top 3 holdings

T MOBILE US INC (1.44 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.05 %)

TELSTRA GROUP LTD (6.36 %)

COMMONWEALTH BANK OF AUSTRALIA (4.43 %)

CSL LTD (3.98 %)

Top 3 industries

Information Technology (20.44 %)

Health Care (14.89 %)

Consumer Staples (10.76 %)

Financials (28.17 %)

Materials (14.39 %)

Industrials (11.69 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

Australia (98.91 %)

New Zealand (0.41 %)

China (0.34 %)

Management fee

0.3 %

0.3 %


Key Summary

WVOL

MVOL

Issuer

iShares

iShares

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.3 %

Price

$43.05

$32.41

Size

$123.758 million

$25.259 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.73 %

5.16 %

Market

ASX

ASX

First listed date

14/10/2016

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

WVOL

MVOL

Popularity

Low

Low

Pearlers invested

5

2

Median incremental investment

$3,504.92

$2,592.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,864.65

$2,673.83

Average age group

> 35

> 35


Pros and Cons

WVOL

MVOL

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

WVOL

MVOL

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield