Compare AU

Compare GROW vs. WDMF

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 WDMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

WDMF

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$15,993.50

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$144,948.96

Average age group

N/A

> 35


Key Summary

GROW

WDMF

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

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

Schroder Real Return (Managed Fund) (100 %)

MICROSOFT CORP (4.67 %)

APPLE INC (4.18 %)

NVIDIA CORP (4.14 %)

Top 3 industries

Information Technology (26.81 %)

Financials (15.04 %)

Consumer Discretionary (12.37 %)

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Management fee

0.84 %

0.35 %


Key Summary

GROW

WDMF

Issuer

Schroder

iShares

Tracking index

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.84 %

0.35 %

Price

$3.85

$48.07

Size

$56.823 million

$170.805 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

3.83 %

5.03 %

Market

ASX

ASX

First listed date

16/08/2016

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

GROW

WDMF

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$15,993.50

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$144,948.96

Average age group

N/A

> 35


Pros and Cons

GROW

WDMF

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

WDMF

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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