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Compare AU
Compare HQUS vs. WRLD
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 S&P 500 Equal Weight Currency Hedged ETF (HQUS) and the Betashares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HQUS | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 8 |
Median incremental investment | $4,993.50 | $558.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,351.26 | $2,525.24 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | WRLD | |
|---|---|---|
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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | BetaShares S&P 500 Equal Weight ETF (99.92 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.48 %) APPLE INC (4.72 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (98.88 %) Switzerland (0.37 %) China (0.21 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 0.29 % | 0.54 % |
Key Summary
HQUS | WRLD | |
|---|---|---|
Issuer | BetaShares | BetaShares |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.54 % |
Price | $46.33 | $21.21 |
Size | N/A | $46.897 million |
10Y return | N/A | 117.32 % |
Annual distribution yield (5Y) | 1.68 % | 1.68 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 8 |
Median incremental investment | $4,993.50 | $558.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,351.26 | $2,525.24 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | WRLD | |
|---|---|---|
Pros |
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Cons |
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HQUS | WRLD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |