Compare AU
Compare ETHI vs. WRLD
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 Sustainability Leaders ETF (ETHI) and the BetaShares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ETHI | WRLD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,502 | 3 |
Median incremental investment | $793.50 | $1,990.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,016.96 | $2,775.18 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ETHI | WRLD | |
|---|---|---|
Strategy | ETHI seeks to track the performance of the NASDAQ Future Global Sustainability Leaders Index, which includes 200 large-cap companies considered as “Climate Leaders". It excludes companies that have direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | APPLE INC (5.16 %) NVIDIA CORP (4.82 %) VISA INC (4.77 %) | APPLE INC (5.15 %) MICROSOFT CORP (4.33 %) NVIDIA CORP (3.87 %) |
Top 3 industries | Information Technology (25.15 %) Other (22.13 %) Financials (21.92 %) | Other (29.86 %) Information Technology (22.36 %) Financials (9.03 %) |
Top 3 countries | United States (78.50 %) Japan (7.27 %) Netherlands (3.56 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.59 % | 0.54 % |
Key Summary
ETHI | WRLD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | Nasdaq Future Global Sustainability Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.54 % |
Price | $15.28 | $20.11 |
Size | $3.792 billion | $51.119 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.50 % | 1.57 % |
Market | ASX | ASX |
First listed date | 09/01/2017 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETHI | WRLD | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,502 | 3 |
Median incremental investment | $793.50 | $1,990.50 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,016.96 | $2,775.18 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ETHI | WRLD | |
|---|---|---|
Pros |
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Cons |
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ETHI | WRLD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |