Compare AU

Compare IJH vs. WXOZ

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

iShares S&P Mid-Cap ETF

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 iShares S&P Mid-Cap ETF (IJH) and the SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IJH

WXOZ

Popularity

Low

Low

Pearlers invested

34

11

Median incremental investment

$1,026.46

$1,190.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,787.97

$2,510.22

Average age group

> 35

> 35


Key Summary

IJH

WXOZ

Strategy

IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. 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 midcapitalisation US equities.

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 405.4m in AUM and 763 holdings. 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

USD CASH (0.25 %)

AUD CASH (0.03 %)

USD/AUD (0.00 %)

Apple Inc (5.57 %)

Microsoft Corp (4.63 %)

NVIDIA Corp (4.49 %)

Top 3 industries

Other (99.67 %)

Communication Services (0.00 %)

Information Technology (59.79 %)

Communication Services (13.62 %)

Health Care (8.94 %)

Top 3 countries

United States (98.41 %)

United Kingdom of Great Britain and Northern Ireland (0.60 %)

Canada (0.54 %)

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

Management fee

0.07 %

0.07 %


Key Summary

IJH

WXOZ

Issuer

iShares

SPDR

Tracking index

S&P MidCap 400 Index - AUD

S&P Developed ex Australia LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.07 %

0.07 %

Price

$51.89

$49.22

Size

$438.097 million

$418.103 million

10Y return

197.21 %

114.00 %

Annual distribution yield (5Y)

8.31 %

5.73 %

Market

ASX

ASX

First listed date

10/10/2007

19/03/2013

Purchase fee

$6.50

$6.50


Community Stats

IJH

WXOZ

Popularity

Low

Low

Pearlers invested

34

11

Median incremental investment

$1,026.46

$1,190.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,787.97

$2,510.22

Average age group

> 35

> 35


Pros and Cons

IJH

WXOZ

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

IJH

WXOZ

Higher exposure to US market

Lower exposure to US market

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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