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Compare EIGA 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 Aussie Dividends (EIGA) 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
EIGA | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 28 |
Median incremental investment | $550.00 | $1,097.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,328.40 | $3,238.98 |
Average age group | > 35 | > 35 |
Key Summary
EIGA | WXOZ | |
|---|---|---|
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). | 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 722.24m in AUM and 689 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 | Commonwealth Bank of Australia (9.71 %) BHP Group Ltd (9.58 %) National Australia Bank Ltd (7.76 %) | NVIDIA Corp (7.30 %) Microsoft Corp (3.44 %) Alphabet Inc Class A (2.75 %) |
Top 3 industries | Financials (26.84 %) Materials (26.80 %) Consumer Discretionary (16.70 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | Australia (97.50 %) United States (2.50 %) | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) |
Management fee | 0.8 % | 0.04 % |
Key Summary
EIGA | WXOZ | |
|---|---|---|
Issuer | Perennial | SPDR |
Tracking index | S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.04 % |
Price | $3.70 | $49.64 |
Size | N/A | $718.175 million |
10Y return | N/A | 105.46 % |
Annual distribution yield (5Y) | 5.83 % | 6.71 % |
Market | ASX | ASX |
First listed date | 07/05/2018 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EIGA | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 53 | 28 |
Median incremental investment | $550.00 | $1,097.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,328.40 | $3,238.98 |
Average age group | > 35 | > 35 |
Pros and Cons
EIGA | WXOZ | |
|---|---|---|
Pros |
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Cons |
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EIGA | 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 |