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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 Currency Hedged ETF (BNKS) and the State Street SPDR S&P World Ex Australia Carbon Aware ETF (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 | 60 | 23 |
Median incremental investment | $948.89 | $1,097.11 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,664.28 | $3,244.50 |
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 659.48m in AUM and 690 holdings. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) | NVIDIA Corp (6.46 %) Apple Inc (5.16 %) Microsoft Corp (4.06 %) |
Top 3 industries | Other (85.83 %) Communication Services (33.49 %) Financials (10.82 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
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 % | 0.04 % |
Key Summary
BNKS | WXOZ | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.04 % |
Price | $12.31 | $51.11 |
Size | $156.392 million | $665.676 million |
10Y return | N/A | 120.21 % |
Annual distribution yield (5Y) | 2.26 % | 6.71 % |
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 | 60 | 23 |
Median incremental investment | $948.89 | $1,097.11 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,664.28 | $3,244.50 |
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |