Compare AU
Compare WVOL vs. USIG
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are WVOL and USIG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | USIG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $2,005.19 | $665.05 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,660.26 | $4,679.83 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | USIG | |
|---|---|---|
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. | N/A |
Top 3 holdings | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) | Global X Usd Corporate Bond ETF (Currency Hedged) (100 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) | |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.3 % | 0 % |
Key Summary
WVOL | USIG | |
|---|---|---|
Issuer | iShares | |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.3 % | 0 % |
Price | $42.74 | $9.74 |
Size | $89.893 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.71 % | 1.38 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 04/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | USIG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $2,005.19 | $665.05 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,660.26 | $4,679.83 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | USIG | |
|---|---|---|
Pros |
| |
Cons |
|
WVOL | USIG |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |