Compare AU

Compare AGX1 vs. WDMF

Compare shares and ETFs on the ASX that you can trade on Pearler.

Antipodes Global Shares (Quoted Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AGX1 and WDMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AGX1

WDMF

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$90.50

$15,993.50

Median investment frequency

Daily

Fortnightly

Median total investment

$3,568.70

$144,948.96

Average age group

26 - 35

> 35


Key Summary

AGX1

WDMF

Strategy

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 165.37m in AUM and 437 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses.

Top 3 holdings

Antipodes Global Shares (Quoted Managed Fund) (100 %)

MICROSOFT CORP (4.67 %)

APPLE INC (4.18 %)

NVIDIA CORP (4.14 %)

Top 3 industries

Information Technology (26.81 %)

Financials (15.04 %)

Consumer Discretionary (12.37 %)

Top 3 countries

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Management fee

1.1 %

0.35 %


Key Summary

AGX1

WDMF

Issuer

Antipodes

iShares

Tracking index

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

1.1 %

0.35 %

Price

$6.38

$48.07

Size

N/A

$170.805 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

8.81 %

5.03 %

Market

ASX

ASX

First listed date

07/11/2018

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

AGX1

WDMF

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$90.50

$15,993.50

Median investment frequency

Daily

Fortnightly

Median total investment

$3,568.70

$144,948.96

Average age group

26 - 35

> 35


Pros and Cons

AGX1

WDMF

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

AGX1

WDMF

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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