Compare AU
Compare WVOL vs. VDBA
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 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 |
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Cons |
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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 |