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Compare WVOL vs. VLUE

Compare shares and ETFs on the ASX that you can trade on Pearler.

Edge MSCI World Minimum Volatility

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 Edge MSCI World Minimum Volatility (WVOL) and the MSCI International Value 250 (ex AUS) (VLUE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

VLUE

Popularity

Low

Low

Pearlers invested

5

25

Median incremental investment

$3,504.92

$1,006.08

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,901.94

$3,770.16

Average age group

> 35

> 35


Key Summary

WVOL

VLUE

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.

VLUE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. VLUE.AX gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance.

Top 3 holdings

T MOBILE US INC (1.44 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.05 %)

Cisco Systems Inc (3.34 %)

International Business Machines Corp (2.57 %)

AT&T Inc (2.49 %)

Top 3 industries

Information Technology (20.44 %)

Health Care (14.89 %)

Consumer Staples (10.76 %)

Information Technology (48.06 %)

Communication Services (27.64 %)

Consumer Discretionary (9.85 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

United States (44.95 %)

Japan (21.76 %)

United Kingdom of Great Britain and Northern Ireland (7.35 %)

Management fee

0.3 %

0.4 %


Key Summary

WVOL

VLUE

Issuer

iShares

VanEck

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

MSCI World ex Australia Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.3 %

0.4 %

Price

$43.38

$27.32

Size

$82.093 million

$318.012 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.73 %

2.00 %

Market

ASX

ASX

First listed date

14/10/2016

09/03/2021

Purchase fee

$6.50

$6.50


Community Stats

WVOL

VLUE

Popularity

Low

Low

Pearlers invested

5

25

Median incremental investment

$3,504.92

$1,006.08

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,901.94

$3,770.16

Average age group

> 35

> 35


Pros and Cons

WVOL

VLUE

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

WVOL

VLUE

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield