Compare AU
Compare WVOL vs. ZYUS
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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 88 |
Median incremental investment | $3,504.92 | $654.60 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,901.94 | $1,711.58 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | ZYUS | |
|---|---|---|
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. | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 72.02m in AUM and 51 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | Crown Castle Inc (3.54 %) Altria Group Inc (3.49 %) Verizon Communications Inc (3.21 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Real Estate (40.95 %) Consumer Staples (29.94 %) Communication Services (20.55 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) |
Management fee | 0.3 % | 0.35 % |
Key Summary
WVOL | ZYUS | |
|---|---|---|
Issuer | iShares | ETFS |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | S&P 500 Low Volatility High Dividend Index |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.35 % |
Price | $43.38 | $15.08 |
Size | $82.093 million | $72.073 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 4.79 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | ZYUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 88 |
Median incremental investment | $3,504.92 | $654.60 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,901.94 | $1,711.58 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | ZYUS | |
|---|---|---|
Pros |
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Cons |
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WVOL | ZYUS |
|---|---|
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 |