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Compare WVOL vs. GEAR
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 Betashares Geared Australian Equities Complex ETF (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 225 |
Median incremental investment | $3,504.92 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,869.17 | $2,206.10 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | GEAR | |
|---|---|---|
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 80.5m in AUM and 395 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 515.73m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | COMMONWEALTH BANK OF AUSTRALIA (26.87 %) BHP GROUP LTD (16.17 %) NATIONAL AUSTRALIA BANK LTD (10.48 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Other (37.20 %) Financials (22.76 %) Materials (10.54 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) |
Management fee | 0.3 % | 0.8 % |
Key Summary
WVOL | GEAR | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.8 % |
Price | $43.40 | $34.49 |
Size | $81.030 million | $540.909 million |
10Y return | N/A | 61.85 % |
Annual distribution yield (5Y) | 2.65 % | 5.89 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 225 |
Median incremental investment | $3,504.92 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,869.17 | $2,206.10 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | GEAR | |
|---|---|---|
Pros |
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Cons |
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WVOL | GEAR |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |