Compare AU
Compare HGBL 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 BetaShares Global Shares ETF - Currency Hedged (HGBL) and the SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HGBL | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 11 |
Median incremental investment | $4,493.50 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,426.48 | $2,569.38 |
Average age group | 26 - 35 | > 35 |
Key Summary
HGBL | WXOZ | |
|---|---|---|
Strategy | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs. |
Top 3 holdings | NVIDIA CORP (4.98 %) APPLE INC (4.76 %) MICROSOFT CORP (4.72 %) | Apple Inc (5.48 %) Microsoft Corp (4.67 %) NVIDIA Corp (4.55 %) |
Top 3 industries | Other (28.60 %) Information Technology (23.21 %) Financials (9.21 %) | Information Technology (57.36 %) Communication Services (15.19 %) Consumer Discretionary (9.28 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) |
Management fee | 0.11 % | 0.07 % |
Key Summary
HGBL | WXOZ | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | S&P Developed ex Australia LargeMidCap AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.11 % | 0.07 % |
Price | $67.66 | $50.38 |
Size | $1.096 billion | $425.851 million |
10Y return | N/A | 109.05 % |
Annual distribution yield (5Y) | 0.53 % | 5.73 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGBL | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 11 |
Median incremental investment | $4,493.50 | $1,190.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $15,426.48 | $2,569.38 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HGBL | WXOZ | |
|---|---|---|
Pros |
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Cons |
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HGBL | WXOZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |