Compare AU

Compare HQUS vs. WDMF

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

BetaShares S&P 500 Equal Weight Currency Hedged ETF

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

Community Stats

HQUS

WDMF

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$856.94

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$849.87

$144,948.96

Average age group

> 35

> 35


Key Summary

HQUS

WDMF

Strategy

HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR.

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

BetaShares S&P 500 Equal Weight Currency Hedged ETF (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 (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Management fee

0.29 %

0.35 %


Key Summary

HQUS

WDMF

Issuer

BetaShares

iShares

Tracking index

S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged

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

Asset class

ETF

ETF

Management fee

0.29 %

0.35 %

Price

$44.73

$48.06

Size

N/A

$170.805 million

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

5.03 %

Market

ASX

ASX

First listed date

11/07/2024

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

HQUS

WDMF

Popularity

Low

Low

Pearlers invested

2

1

Median incremental investment

$856.94

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$849.87

$144,948.96

Average age group

> 35

> 35


Pros and Cons

HQUS

WDMF

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

HQUS

WDMF

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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