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Compare AU

Compare WVOL vs. WRLD

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 Betashares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

WRLD

Popularity

Low

Low

Pearlers invested

5

4

Median incremental investment

$3,504.92

$1,495.25

Median investment frequency

Fortnightly

Quarterly

Median total investment

$4,887.25

$2,316.34

Average age group

> 35

26 - 35


Key Summary

WVOL

WRLD

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.

WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets.

Top 3 holdings

T MOBILE US INC (1.44 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.05 %)

APPLE INC (4.53 %)

MICROSOFT CORP (4.52 %)

NVIDIA CORP (4.09 %)

Top 3 industries

Information Technology (20.44 %)

Health Care (14.89 %)

Consumer Staples (10.76 %)

Other (31.11 %)

Information Technology (21.70 %)

Financials (8.95 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

Management fee

0.3 %

0.54 %


Key Summary

WVOL

WRLD

Issuer

iShares

BetaShares

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.54 %

Price

$43.25

$19.63

Size

$82.093 million

$43.320 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.73 %

1.57 %

Market

ASX

ASX

First listed date

14/10/2016

21/12/2015

Purchase fee

$6.50

$6.50


Community Stats

WVOL

WRLD

Popularity

Low

Low

Pearlers invested

5

4

Median incremental investment

$3,504.92

$1,495.25

Median investment frequency

Fortnightly

Quarterly

Median total investment

$4,887.25

$2,316.34

Average age group

> 35

26 - 35


Pros and Cons

WVOL

WRLD

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

WVOL

WRLD

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield