Compare AU
Compare WVOL vs. MVS
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 Edge MSCI World Minimum Volatility (WVOL) and the Aussie Small-Cap Dividends (MVS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 9 |
Median incremental investment | $2,005.19 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,636.32 | $905.28 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | MVS | |
|---|---|---|
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. | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) | Financials (51.84 %) Materials (19.28 %) Industrials (9.86 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | Australia (99.99 %) |
Management fee | 0.3 % | 0.49 % |
Key Summary
WVOL | MVS | |
|---|---|---|
Issuer | iShares | VanEck |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | MVIS Australia Small-Cap Dividend Payers Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.49 % |
Price | $42.53 | $19.68 |
Size | $89.893 million | $86.589 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.71 % | 4.91 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 9 |
Median incremental investment | $2,005.19 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,636.32 | $905.28 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | MVS | |
|---|---|---|
Pros |
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Cons |
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WVOL | MVS |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |