Compare AU

Compare ATEC vs. WRLD

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

BetaShares S&P/ASX Australian Technology ETF

ASX

Buy

Buy

Overview
Performance

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 S&P/ASX Australian Technology ETF (ATEC) and the BetaShares Managed Risk Global Share Fund (Managed Fund) (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ATEC

WRLD

Popularity

Low

Low

Pearlers invested

140

3

Median incremental investment

$890.57

$2,002.75

Median investment frequency

Monthly

Quarterly

Median total investment

$1,981.98

$2,709.20

Average age group

> 35

26 - 35


Key Summary

ATEC

WRLD

Strategy

ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 258.82m in AUM and 41 holdings. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the 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

XERO LTD (10.58 %)

WISETECH GLOBAL LTD (9.66 %)

CARSALES.COM LTD (9.60 %)

APPLE INC (5.30 %)

MICROSOFT CORP (5.02 %)

NVIDIA CORP (4.56 %)

Top 3 industries

Information Technology (55.89 %)

Communication Services (24.56 %)

Industrials (9.55 %)

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Top 3 countries

Australia (82.51 %)

New Zealand (10.88 %)

United States (6.62 %)

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

Management fee

0.48 %

0.54 %


Key Summary

ATEC

WRLD

Issuer

BetaShares

BetaShares

Tracking index

S&P/ASX All Technology Index - AUD

Asset class

ETF

ETF

Management fee

0.48 %

0.54 %

Price

$29.90

$20.84

Size

$298.150 million

$52.727 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.44 %

1.79 %

Market

ASX

ASX

First listed date

05/03/2020

21/12/2015

Purchase fee

$6.50

$6.50


Community Stats

ATEC

WRLD

Popularity

Low

Low

Pearlers invested

140

3

Median incremental investment

$890.57

$2,002.75

Median investment frequency

Monthly

Quarterly

Median total investment

$1,981.98

$2,709.20

Average age group

> 35

26 - 35


Pros and Cons

ATEC

WRLD

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

ATEC

WRLD

Higher exposure to AU market

Lower exposure to AU market

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

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