Compare AU
Compare WVOL vs. ROBO
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 Global X Robo Global Robotics & Automation ETF (ROBO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 517 |
Median incremental investment | $3,504.92 | $643.67 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,901.94 | $1,011.15 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | ROBO | |
|---|---|---|
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. | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 190.24m in AUM and 75 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | Intuitive Surgical Inc (2.02 %) Yokogawa Electric Corp (1.88 %) Fanuc Corp (1.82 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Industrials (49.05 %) Information Technology (39.75 %) Consumer Staples (15.08 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) |
Management fee | 0.3 % | 0.82 % |
Key Summary
WVOL | ROBO | |
|---|---|---|
Issuer | iShares | Global X |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | ROBO Global Robotics and Automation TR Index |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.82 % |
Price | $43.38 | $67.41 |
Size | $82.093 million | $190.345 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 3.87 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 14/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 517 |
Median incremental investment | $3,504.92 | $643.67 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,901.94 | $1,011.15 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | ROBO | |
|---|---|---|
Pros |
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Cons |
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WVOL | ROBO |
|---|---|
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 |