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Compare AU

Compare WVOL vs. YMAX

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 Aus Top 20 Eqy Yield Max Complex ETF (YMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WVOL

YMAX

Popularity

Low

Low

Pearlers invested

5

55

Median incremental investment

$3,504.92

$1,500.63

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,901.94

$4,173.84

Average age group

> 35

> 35


Key Summary

WVOL

YMAX

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.

YMAX.AX was created on 2012-11-22 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 502.24m in AUM and 20 holdings. YMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of the 20 largest blue-chip shares listed on the ASX. YMAX.AX does not aim to track an index.

Top 3 holdings

T MOBILE US INC (1.44 %)

JOHNSON & JOHNSON (1.18 %)

BERKSHIRE HATHAWAY INC CLASS B (1.05 %)

ANZE AU 05/15/25 C28.01 (0 %)

ALL AU 05/15/25 C67 (0 %)

ANZE AU 05/15/25 C28.51 (0 %)

Top 3 industries

Information Technology (20.44 %)

Health Care (14.89 %)

Consumer Staples (10.76 %)

Financials (46.48 %)

Materials (18.03 %)

Consumer Discretionary (8.25 %)

Top 3 countries

United States (66.44 %)

Japan (10.77 %)

Canada (4.58 %)

Australia (100.00 %)

Management fee

0.3 %

0.76 %


Key Summary

WVOL

YMAX

Issuer

iShares

BetaShares

Tracking index

MSCI World Minimum Volatility (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.3 %

0.76 %

Price

$43.38

$7.44

Size

$82.093 million

$522.921 million

10Y return

N/A

-34.28 %

Annual distribution yield (5Y)

2.73 %

10.21 %

Market

ASX

ASX

First listed date

14/10/2016

26/11/2012

Purchase fee

$6.50

$6.50


Community Stats

WVOL

YMAX

Popularity

Low

Low

Pearlers invested

5

55

Median incremental investment

$3,504.92

$1,500.63

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,901.94

$4,173.84

Average age group

> 35

> 35


Pros and Cons

WVOL

YMAX

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

WVOL

YMAX

Lower exposure to AU market

Higher exposure to AU market

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