Compare AU

Compare GROW vs. IWLD

Compare shares and ETFs on the ASX that you can trade on Pearler.

Schroder Real Return (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are GROW and IWLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

IWLD

Popularity

N/A

Low

Pearlers invested

0

152

Median incremental investment

$0

$1,513.32

Median investment frequency

N/A

Monthly

Median total investment

$0

$6,221.00

Average age group

N/A

> 35


Key Summary

GROW

IWLD

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes.

Top 3 holdings

Schroder Real Return (Managed Fund) (100 %)

NVIDIA CORP (9.65 %)

MICROSOFT CORP (8.39 %)

ALPHABET INC CLASS A (2.73 %)

Top 3 industries

Information Technology (28.63 %)

Financials (15.27 %)

Health Care (12.27 %)

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

United States (74.50 %)

Japan (6.44 %)

United Kingdom of Great Britain and Northern Ireland (3.41 %)

Management fee

0.84 %

0.09 %


Key Summary

GROW

IWLD

Issuer

Schroder

iShares

Tracking index

MSCI World IMI - AUD

Asset class

ETF

ETF

Management fee

0.84 %

0.09 %

Price

$3.86

$62.21

Size

$56.823 million

$1.100 billion

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

3.83 %

4.61 %

Market

ASX

ASX

First listed date

16/08/2016

28/04/2016

Purchase fee

$6.50

$6.50


Community Stats

GROW

IWLD

Popularity

N/A

Low

Pearlers invested

0

152

Median incremental investment

$0

$1,513.32

Median investment frequency

N/A

Monthly

Median total investment

$0

$6,221.00

Average age group

N/A

> 35


Pros and Cons

GROW

IWLD

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

GROW

IWLD

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

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