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Compare AU

Compare WVOL vs. VDBA

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 Vanguard Diversified Balanced Index ETF (VDBA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

VDBA

Popularity

Low

Low

Pearlers invested

5

40

Median incremental investment

$3,504.92

$1,993.50

Median investment frequency

Fortnightly

Quarterly

Median total investment

$4,901.94

$5,263.65

Average age group

> 35

> 35


Key Summary

WVOL

VDBA

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.

VDBA.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF provides low-cost access to a range of sector funds, offering broad diversification across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes.

Top 3 holdings

T MOBILE US INC (1.44 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.05 %)

BHP Group Ltd. (2.15 %)

Commonwealth Bank of Australia (1.72 %)

CSL Ltd. (1.35 %)

Top 3 industries

Information Technology (20.44 %)

Health Care (14.89 %)

Consumer Staples (10.76 %)

Other (50.55 %)

Financials (9.84 %)

Information Technology (6.59 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

United States (39.73 %)

Australia (38.16 %)

Japan (3.57 %)

Management fee

0.3 %

0.27 %


Key Summary

WVOL

VDBA

Issuer

iShares

Vanguard

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

A10808-20% S&P - ASX 300-14.5% MSCI World ex-Australia-9% MSCI World ex-Aus hedged-AUD-3.5% MSCI World ex-Aus Small Cap-3% MSCI Emerging Market-15% Bloomberg AusBond Composite 0+ Yr-35% Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled-TR

Asset class

ETF

ETF

Management fee

0.3 %

0.27 %

Price

$43.38

$55.70

Size

$82.093 million

$1.129 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.73 %

4.67 %

Market

ASX

ASX

First listed date

14/10/2016

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

WVOL

VDBA

Popularity

Low

Low

Pearlers invested

5

40

Median incremental investment

$3,504.92

$1,993.50

Median investment frequency

Fortnightly

Quarterly

Median total investment

$4,901.94

$5,263.65

Average age group

> 35

> 35


Pros and Cons

WVOL

VDBA

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

WVOL

VDBA

Lower exposure to AU market

Higher exposure to AU market

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