Compare AU
Compare IOZ 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 S&P Aussie 200 (IOZ) and the SPDR S&P Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IOZ | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 695 | 37 |
Median incremental investment | $1,007.67 | $658.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,359.70 | $2,496.12 |
Average age group | 26 - 35 | > 35 |
Key Summary
IOZ | WDIV | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 274.33m in AUM and 96 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | COMMONWEALTH BANK OF AUSTRALIA (9.67 %) BHP GROUP LTD (8.63 %) CSL LTD (5.87 %) | Altria Group Inc (2.72 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.21 %) |
Top 3 industries | Financials (32.62 %) Materials (18.81 %) Health Care (8.87 %) | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) |
Top 3 countries | Australia (94.85 %) United States (3.08 %) New Zealand (1.58 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.05 % | 0.35 % |
Key Summary
IOZ | WDIV | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P ASX 200 | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.35 % |
Price | $33.62 | $20.30 |
Size | $6.311 billion | $278.795 million |
10Y return | 48.11 % | 17.75 % |
Annual distribution yield (5Y) | 5.36 % | 4.85 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 695 | 37 |
Median incremental investment | $1,007.67 | $658.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,359.70 | $2,496.12 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IOZ | WDIV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
IOZ | WDIV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |