Compare AU
Compare WVOL vs. WDMF
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 Edge MSCI World Minimum Volatility (WVOL) and the Edge MSCI World Multifactor (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | WDMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $2,005.19 | $15,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,636.32 | $144,979.12 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | WDMF | |
|---|---|---|
Strategy | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. |
Top 3 holdings | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) | MICROSOFT CORP (4.67 %) APPLE INC (4.18 %) NVIDIA CORP (4.14 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) | Information Technology (26.81 %) Financials (15.04 %) Consumer Discretionary (12.37 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) |
Management fee | 0.3 % | 0.35 % |
Key Summary
WVOL | WDMF | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | MSCI World Diversified Multiple-Factor (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.35 % |
Price | $42.53 | $48.07 |
Size | $85.356 million | $175.375 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.71 % | 5.03 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | WDMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $2,005.19 | $15,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,636.32 | $144,979.12 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | WDMF | |
|---|---|---|
Pros |
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Cons |
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WVOL | WDMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |