Compare AU
Compare EIGA vs. WDMF
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 Aussie Dividends (EIGA) and the Edge MSCI World Multifactor (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EIGA | WDMF | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 1 |
Median incremental investment | $599.77 | $15,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,505.40 | $144,948.96 |
Average age group | > 35 | > 35 |
Key Summary
EIGA | WDMF | |
---|---|---|
Strategy | EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt). | 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 | BHP Group Ltd (13.12 %) Commonwealth Bank of Australia (6.19 %) CSL Ltd (6.01 %) | MICROSOFT CORP (4.67 %) APPLE INC (4.18 %) NVIDIA CORP (4.14 %) |
Top 3 industries | Materials (36.73 %) Financials (26.98 %) Health Care (10.75 %) | Information Technology (26.81 %) Financials (15.04 %) Consumer Discretionary (12.37 %) |
Top 3 countries | Australia (97.92 %) United States (2.08 %) | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) |
Management fee | 0.8 % | 0.35 % |
Key Summary
EIGA | WDMF | |
---|---|---|
Issuer | Perennial | iShares |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | MSCI World Diversified Multiple-Factor (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.35 % |
Price | $3.87 | $48.06 |
Size | N/A | $170.805 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.53 % | 5.03 % |
Market | ASX | ASX |
First listed date | 07/05/2018 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EIGA | WDMF | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 1 |
Median incremental investment | $599.77 | $15,993.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,505.40 | $144,948.96 |
Average age group | > 35 | > 35 |
Pros and Cons
EIGA | WDMF | |
---|---|---|
Pros |
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Cons |
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EIGA | WDMF |
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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 |
Higher distribution yield | Lower distribution yield |