Compare AU

Compare IGB vs. WDMF

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

Bloomberg AusBond Treasury

ASX

Buy

Buy

Overview
Performance

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 Bloomberg AusBond Treasury (IGB) and the Edge MSCI World Multifactor (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IGB

WDMF

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$821.37

$15,993.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$2,272.40

$145,099.76

Average age group

26 - 35

> 35


Key Summary

IGB

WDMF

Strategy

IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury.

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

AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %)

AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %)

MICROSOFT CORP (4.67 %)

APPLE INC (4.18 %)

NVIDIA CORP (4.14 %)

Top 3 industries

Other (99.83 %)

Communication Services (0.17 %)

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

0.26 %

0.35 %


Key Summary

IGB

WDMF

Issuer

iShares

iShares

Tracking index

Bloomberg AusBond Treasury (0+Y)

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

Asset class

ETF

ETF

Management fee

0.26 %

0.35 %

Price

$98.59

$48.00

Size

$366.621 million

$170.805 million

10Y return

-6.68 %

N/A

Annual distribution yield (5Y)

1.75 %

5.03 %

Market

ASX

ASX

First listed date

14/03/2012

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

IGB

WDMF

Popularity

Low

Low

Pearlers invested

3

1

Median incremental investment

$821.37

$15,993.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$2,272.40

$145,099.76

Average age group

26 - 35

> 35


Pros and Cons

IGB

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

IGB

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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