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Compare WVOL vs. IXI
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 iShares Global Consumer Staples ETF (IXI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 39 |
Median incremental investment | $3,504.92 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,964.09 | $3,755.50 |
Average age group | > 35 | > 35 |
Key Summary
WVOL | IXI | |
|---|---|---|
Strategy | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks. |
Top 3 holdings | T MOBILE US INC (1.44 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.05 %) | ISHARES GLOBAL CONSUMER STAPLES ET (99.99 %) USD CASH (0.01 %) AUD CASH (0.00 %) |
Top 3 industries | Information Technology (20.44 %) Health Care (14.89 %) Consumer Staples (10.76 %) | Other (99.92 %) Communication Services (0.08 %) |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | United States (62.00 %) United Kingdom of Great Britain and Northern Ireland (12.09 %) Japan (5.56 %) |
Management fee | 0.3 % | 0.4 % |
Key Summary
WVOL | IXI | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | S&P Global 1200 / Consumer Staples -SEC |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.4 % |
Price | $44.07 | $101.68 |
Size | $80.959 million | $144.259 million |
10Y return | N/A | 70.40 % |
Annual distribution yield (5Y) | 2.73 % | 2.23 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | IXI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 39 |
Median incremental investment | $3,504.92 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,964.09 | $3,755.50 |
Average age group | > 35 | > 35 |
Pros and Cons
WVOL | IXI | |
|---|---|---|
Pros |
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Cons |
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WVOL | IXI |
|---|---|
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 |