At a glance
Side-by-side comparison
| Metric |
WDMF
iShares Edge MSCI World Multifactor ETF
|
WVOL
iShares Edge MSCI World Minimum Volatility ETF
|
|---|---|---|
| Snapshot | ||
| Provider |
iShares
|
iShares
|
| Tracks index |
—
|
—
|
| Categories |
Intl, Thematic, Factor
|
Intl, Thematic, Factor
|
| Listed since |
—
|
—
|
| Fund size (AUM) |
$151m
|
$62m
|
| Cost & income | ||
| Management fee |
0.35%
|
0.25%
|
| Dividend yield |
3.39%
|
2.11%
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
—
|
| Tax drag | 1.08% | 0.68% |
| Returns |
Tax bracket
|
|
| 1-year return |
12.3%
net
|
5.1%
net
|
| 3-year return |
19.4%
net
|
12.1%
net
|
| 5-year return |
13.1%
net
|
8.5%
net
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
8.9%
|
7.4%
|
| Volatility (5y) |
10.6%
|
8.1%
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
1.6
|
1.04
|
| Sharpe ratio (5y) |
0.9
|
0.64
|
| Sharpe ratio (10y) |
—
|
—
|
| Bid/ask spread |
—
|
—
|
marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.
Each fund at a glance
- Top-15% returns over 5 years (28th of 189 ETFs we track).
- Low-cost: a 0.35% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: QMIX and WVOL.
- Low-cost: a 0.25% management fee keeps more of the return in your pocket.
- Cheaper alternatives exist: QMIX.
Frequently Asked Questions
WDMF and WVOL are 2 Australian-listed ETFs we compare side by side. WVOL carries the lower management fee (0.25%). Over 5 years, WDMF has delivered the higher total return (13.1% a year). The table above breaks down fees, returns, income and risk for each.
WVOL has the lower management fee at 0.25% a year, versus WDMF 0.35%.
Over the past 5 years, WDMF has delivered the higher total return at 13.1% a year. Past performance is not a reliable indicator of future returns.
WDMF pays the higher at 3.39%. Remember distributions are taxed each year at your marginal rate.
WDMF is the larger fund by assets ($151m). Larger funds are typically more liquid and trade on tighter spreads.
Related comparisons
General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.