Compare AU
Compare GPEQ vs. WDIV
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 VanEck Global Listed Private Equity ETF (GPEQ) and the SPDR S&P Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GPEQ | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 37 |
Median incremental investment | $795.59 | $654.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.77 | $2,470.50 |
Average age group | > 35 | > 35 |
Key Summary
GPEQ | WDIV | |
|---|---|---|
Strategy | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) |
Top 3 industries | Financials (100.00 %) | Industrials (30.46 %) Real Estate (29.95 %) Consumer Staples (23.10 %) |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.65 % | 0.35 % |
Key Summary
GPEQ | WDIV | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | LPX 50 Index | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.35 % |
Price | $26.01 | $20.25 |
Size | $52.836 million | $285.997 million |
10Y return | N/A | 18.08 % |
Annual distribution yield (5Y) | 1.49 % | 4.85 % |
Market | ASX | ASX |
First listed date | 24/11/2021 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GPEQ | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 37 |
Median incremental investment | $795.59 | $654.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,989.77 | $2,470.50 |
Average age group | > 35 | > 35 |
Pros and Cons
GPEQ | WDIV | |
|---|---|---|
Pros |
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Cons |
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GPEQ | WDIV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |