Compare AU
Compare WVOL vs. EIGA
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 Perennial Income Generator Active ETF (EIGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 58 |
Median incremental investment | $3,504.92 | $550.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,961.83 | $1,215.03 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | EIGA | |
|---|---|---|
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 84.06m in AUM and 382 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | BHP Group Ltd (10.78 %) Commonwealth Bank of Australia (7.47 %) CSL Ltd (7.40 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Financials (26.84 %) Materials (26.80 %) Consumer Discretionary (16.70 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | Australia (97.92 %) United States (2.08 %) |
Management fee | 0.3 % | 0.8 % |
Key Summary
WVOL | EIGA | |
|---|---|---|
Issuer | iShares | Perennial |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.8 % |
Price | $43.91 | $3.71 |
Size | $83.601 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.73 % | 6.53 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 07/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | EIGA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 58 |
Median incremental investment | $3,504.92 | $550.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,961.83 | $1,215.03 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | EIGA | |
|---|---|---|
Pros |
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Cons |
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WVOL | EIGA |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |