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Compare HVLU vs. WDIV
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 VanEck MSCI International Value (Aud Hedged) ETF (HVLU) and the State Street SPDR S&P Global Dividend ETF (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 54 |
Median incremental investment | $5,101.83 | $1,008.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,586.20 | $3,146.82 |
Average age group | > 35 | > 35 |
Key Summary
HVLU | WDIV | |
|---|---|---|
Strategy | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 361.99m in AUM and 102 holdings. The State Street SPDR S&P Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD). |
Top 3 holdings | VanEck MSCI Intl Val ETF (101.07 %) | Verizon Communications Inc (1.68 %) TELUS Corp (1.66 %) Altria Group Inc (1.52 %) |
Top 3 industries | Other (28.12 %) Utilities (27.48 %) Consumer Discretionary (20.28 %) | |
Top 3 countries | United States (45.12 %) Japan (22.90 %) United Kingdom of Great Britain and Northern Ireland (6.33 %) | Canada (20.35 %) United States (18.37 %) Japan (10.66 %) |
Management fee | 0.29 % | 0.4 % |
Key Summary
HVLU | WDIV | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged | S&P Global Dividend Aristocrats Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.4 % |
Price | $37.27 | $21.17 |
Size | $63.372 million | $351.927 million |
10Y return | N/A | 26.69 % |
Annual distribution yield (5Y) | 3.73 % | 5.07 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 54 |
Median incremental investment | $5,101.83 | $1,008.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,586.20 | $3,146.82 |
Average age group | > 35 | > 35 |
Pros and Cons
HVLU | WDIV | |
|---|---|---|
Pros |
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Cons |
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HVLU | WDIV |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |