Compare AU
Compare WVOL vs. QPON
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 Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 12 |
Median incremental investment | $3,504.92 | $3,813.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,897.42 | $3,630.20 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | QPON | |
|---|---|---|
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. | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 1592.04m in AUM and 13 holdings. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | NATIONAL AUSTRALIA BANK LTD FRN NOV-29 (10.21 %) AUSTRALIA & NEW ZEALAND BANKING GROUP LTD FRN FEB-30 (10.12 %) COMMONWEALTH BANK OF AUSTRALIA FRN AUG-29 (10.09 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.3 % | 0.22 % |
Key Summary
WVOL | QPON | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | Solactive Australian Bank Senior Floating Rate Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.22 % |
Price | $43.38 | $25.96 |
Size | $123.758 million | $1.596 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 2.84 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 12 |
Median incremental investment | $3,504.92 | $3,813.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,897.42 | $3,630.20 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | QPON | |
|---|---|---|
Pros |
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Cons |
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WVOL | QPON |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |