Compare AU

Compare AUST vs. WXOZ

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

BetaShares Managed Risk AUS Sh Fund (Managed Fund)

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 Managed Risk AUS Sh Fund (Managed Fund) (AUST) 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

AUST

WXOZ

Popularity

Low

Low

Pearlers invested

1

11

Median incremental investment

$506.85

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,948.80

$2,520.42

Average age group

< 26

> 35


Key Summary

AUST

WXOZ

Strategy

AUST.AX was created on 2015-11-09 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Fund is: to provide exposure to a broadly diversified portfolio of Australian shares, generally consisting of approximately 200 of the largest equity securities on the ASX, weighted by their market capitalisation, and to reduce the volatility of the Funds equity investment returns and cushion downside risk

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. 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

COMMONWEALTH BANK OF AUSTRALIA (10.13 %)

BHP GROUP LTD (7.81 %)

CSL LTD (5.35 %)

Apple Inc (5.87 %)

NVIDIA Corp (4.69 %)

Microsoft Corp (4.69 %)

Top 3 industries

Financials (27.33 %)

Other (20.28 %)

Materials (14.59 %)

Information Technology (58.82 %)

Communication Services (14.06 %)

Consumer Discretionary (9.75 %)

Top 3 countries

Australia (94.91 %)

United States (3.06 %)

New Zealand (1.56 %)

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

Management fee

0.49 %

0.07 %


Key Summary

AUST

WXOZ

Issuer

BetaShares

SPDR

Tracking index

S&P/ASX 200 Index - AUD

S&P Developed ex Australia LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.07 %

Price

$17.36

$49.49

Size

$32.335 million

$428.722 million

10Y return

N/A

120.94 %

Annual distribution yield (5Y)

5.36 %

5.73 %

Market

ASX

ASX

First listed date

10/11/2015

19/03/2013

Purchase fee

$6.50

$6.50


Community Stats

AUST

WXOZ

Popularity

Low

Low

Pearlers invested

1

11

Median incremental investment

$506.85

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,948.80

$2,520.42

Average age group

< 26

> 35


Pros and Cons

AUST

WXOZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

AUST

WXOZ

Higher exposure to AU market

Lower 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

Lower distribution yield

Higher distribution yield

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