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) |
$155m
|
$77m
|
| Cost & income | ||
| Management fee |
0.35%
|
0.25%
|
| Dividend yield |
3.49%
|
2.12%
|
| Franking |
0%
|
0%
|
| Turnover |
—
|
—
|
| Tax drag | 1.12% | 0.68% |
| Returns |
Tax bracket
|
|
| 1-year return |
12.6%
net
|
6.9%
net
|
| 3-year return |
17.6%
net
|
11.4%
net
|
| 5-year return |
12%
net
|
8%
net
|
| 10-year return |
—
|
—
|
| Risk | ||
| Volatility (3y) |
9.2%
|
7.6%
|
| Volatility (5y) |
10.9%
|
8.3%
|
| Volatility (10y) |
—
|
—
|
| Sharpe ratio (3y) |
1.38
|
0.92
|
| Sharpe ratio (5y) |
0.81
|
0.59
|
| 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 (29th of 188 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 (12% 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 12% a year. Past performance is not a reliable indicator of future returns.
WDMF pays the higher at 3.49%. Remember distributions are taxed each year at your marginal rate.
WDMF is the larger fund by assets ($155m). 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.