Compare AU
Compare HVLU 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, shares and ETFs are a popular choice. Two options in the ASX are HVLU and WXOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HVLU | WXOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 11 |
Median incremental investment | $0 | $1,190.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,513.28 |
Average age group | N/A | > 35 |
Key Summary
HVLU | WXOZ | |
|---|---|---|
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. | 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 | VanEck MSCI International Value (Aud Hedged) ETF (100 %) | Apple Inc (6.14 %) Microsoft Corp (4.81 %) NVIDIA Corp (4.51 %) |
Top 3 industries | Information Technology (57.87 %) Communication Services (14.35 %) Consumer Discretionary (10.59 %) | |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | |
Management fee | 0.29 % | 0.07 % |
Key Summary
HVLU | WXOZ | |
|---|---|---|
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 Developed ex Australia LargeMidCap AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.07 % |
Price | $26.43 | $49.28 |
Size | $5.250 million | $428.821 million |
10Y return | N/A | 111.87 % |
Annual dividend/ distribution yield (5Y) | 0.78 % | 5.73 % |
Market | ASX | ASX |
First listed date | 08/11/2023 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVLU | WXOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 11 |
Median incremental investment | $0 | $1,190.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,513.28 |
Average age group | N/A | > 35 |
Pros and Cons
HVLU | WXOZ | |
|---|---|---|
Pros |
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Cons |
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HVLU | WXOZ |
|---|---|
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 |