Back
Compare AU
Compare WVOL vs. XASG
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 Alphinity Global Sustainable Equity Fund - Active ETF (XASG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 7 | 0 |
Median incremental investment | $2,052.39 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,692.76 | $0 |
Average age group | > 35 | N/A |
Key Summary
WVOL | XASG | |
|---|---|---|
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 79.0m in AUM and 398 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics. |
Top 3 holdings | JOHNSON & JOHNSON (1.22 %) DUKE ENERGY CORP (1.03 %) SOFTBANK CORP (1.02 %) | Microsoft Corp (6.44 %) NVIDIA Corp (5.76 %) Mastercard Inc Class A (4.56 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (13.50 %) Consumer Staples (10.71 %) | Information Technology (50.71 %) Financials (18.80 %) Health Care (15.55 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | |
Management fee | 0.3 % | 0.75 % |
Key Summary
WVOL | XASG | |
|---|---|---|
Issuer | iShares | Alphinity |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.75 % |
Price | $45.64 | $7.10 |
Size | $80.598 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.71 % | 2.51 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | XASG | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 7 | 0 |
Median incremental investment | $2,052.39 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,692.76 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
WVOL | XASG | |
|---|---|---|
Pros |
| |
Cons |
|
WVOL | XASG |
|---|---|
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 |