Compare AU
Compare WVOL vs. VLUE
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 VanEck MSCI International Value ETF (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 | $4,979.91 | $3,876.42 |
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 84.06m in AUM and 382 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 (3.46 %) International Business Machines Corp (2.53 %) AT&T Inc (2.51 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Information Technology (47.78 %) Communication Services (21.57 %) Consumer Discretionary (10.18 %) |
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 | $43.91 | $28.30 |
Size | $83.445 million | $322.585 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 | $4,979.91 | $3,876.42 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | VLUE | |
|---|---|---|
Pros |
| |
Cons |
|
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 |