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Compare ISLM 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 Hejaz Equities Fund Active ETF (ISLM) 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
ISLM | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 54 |
Median incremental investment | $650.00 | $1,008.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,017.13 | $3,146.82 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISLM | WDIV | |
|---|---|---|
Strategy | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. | 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 | Taiwan Semiconductor Manufacturing Co Ltd ADR (7.40 %) Monster Beverage Corp (5.76 %) Cisco Systems Inc (5.54 %) | Verizon Communications Inc (1.68 %) TELUS Corp (1.66 %) Altria Group Inc (1.52 %) |
Top 3 industries | Other (36.68 %) Materials (28.32 %) Consumer Staples (10.61 %) | Other (28.12 %) Utilities (27.48 %) Consumer Discretionary (20.28 %) |
Top 3 countries | United States (39.22 %) Australia (21.95 %) China (11.87 %) | Canada (20.35 %) United States (18.37 %) Japan (10.66 %) |
Management fee | 1.89 % | 0.4 % |
Key Summary
ISLM | WDIV | |
|---|---|---|
Issuer | Hejaz | SPDR |
Tracking index | MSCI World Islamic | S&P Global Dividend Aristocrats Index - AUD |
Asset class | ETF | ETF |
Management fee | 1.89 % | 0.4 % |
Price | $1.13 | $21.17 |
Size | N/A | $351.927 million |
10Y return | N/A | 26.69 % |
Annual distribution yield (5Y) | 9.68 % | 5.07 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISLM | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 54 |
Median incremental investment | $650.00 | $1,008.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,017.13 | $3,146.82 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISLM | WDIV | |
|---|---|---|
Pros |
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Cons |
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ISLM | WDIV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |