Compare AU
Compare AEBD vs. WRLD
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 BetaShares Ethical Australian Composite Bond ETF (AEBD) and the BetaShares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AEBD | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $5,000.00 | $1,990.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,050.98 | $2,775.18 |
Average age group | > 35 | 26 - 35 |
Key Summary
AEBD | WRLD | |
|---|---|---|
Strategy | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.62 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.58 %) TOYOTA FINANCE AUSTRALIA 5.2% JAN-30 (1.55 %) | APPLE INC (5.15 %) MICROSOFT CORP (4.33 %) NVIDIA CORP (3.87 %) |
Top 3 industries | Other (29.86 %) Information Technology (22.36 %) Financials (9.03 %) | |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0.34 % | 0.54 % |
Key Summary
AEBD | WRLD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.54 % |
Price | $51.02 | $20.11 |
Size | $42.958 million | $51.119 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.24 % | 1.57 % |
Market | ASX | ASX |
First listed date | 05/11/2024 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AEBD | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $5,000.00 | $1,990.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $5,050.98 | $2,775.18 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AEBD | WRLD | |
|---|---|---|
Pros |
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Cons |
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AEBD | WRLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |