Compare AU
Compare AESG vs. WXOZ
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 Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) and the SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AESG | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 11 |
Median incremental investment | $1,993.50 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,118.52 | $2,531.64 |
Average age group | > 35 | > 35 |
Key Summary
AESG | WXOZ | |
|---|---|---|
Strategy | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 405.4m in AUM and 763 holdings. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs. |
Top 3 holdings | iShares Global Aggt Bd ESG ETF AUD H Dis (99.94 %) | Apple Inc (5.57 %) Microsoft Corp (4.63 %) NVIDIA Corp (4.49 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Information Technology (59.79 %) Communication Services (13.62 %) Health Care (8.94 %) |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | |
Management fee | 0.19 % | 0.07 % |
Key Summary
AESG | WXOZ | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | S&P Developed ex Australia LargeMidCap AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.07 % |
Price | $97.97 | $49.28 |
Size | $83.454 million | $418.103 million |
10Y return | N/A | 117.57 % |
Annual distribution yield (5Y) | 0.84 % | 5.73 % |
Market | ASX | ASX |
First listed date | 10/08/2022 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AESG | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 11 |
Median incremental investment | $1,993.50 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,118.52 | $2,531.64 |
Average age group | > 35 | > 35 |
Pros and Cons
AESG | WXOZ | |
|---|---|---|
Pros |
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Cons |
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AESG | WXOZ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |