Compare AU
Compare BNKS 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 BetaShares Global Banks ETF - Currency Hedged (BNKS) 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
BNKS | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 11 |
Median incremental investment | $1,097.77 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,866.72 | $2,510.22 |
Average age group | > 35 | > 35 |
Key Summary
BNKS | WXOZ | |
|---|---|---|
Strategy | BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars. | 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 | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) | Apple Inc (5.57 %) Microsoft Corp (4.63 %) NVIDIA Corp (4.49 %) |
Top 3 industries | Other (84.26 %) Communication Services (33.49 %) Financials (12.31 %) | Information Technology (59.79 %) Communication Services (13.62 %) Health Care (8.94 %) |
Top 3 countries | United States (34.16 %) Canada (15.63 %) Japan (8.37 %) | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) |
Management fee | 0.57 % | 0.07 % |
Key Summary
BNKS | WXOZ | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD | S&P Developed ex Australia LargeMidCap AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.07 % |
Price | $8.74 | $49.22 |
Size | $56.988 million | $418.103 million |
10Y return | N/A | 114.00 % |
Annual distribution yield (5Y) | 2.50 % | 5.73 % |
Market | ASX | ASX |
First listed date | 01/08/2016 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BNKS | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 11 |
Median incremental investment | $1,097.77 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,866.72 | $2,510.22 |
Average age group | > 35 | > 35 |
Pros and Cons
BNKS | WXOZ | |
|---|---|---|
Pros |
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Cons |
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BNKS | 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 |