Compare AU
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 (Managed Fund) (ISLM) 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
ISLM | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 36 |
Median incremental investment | $643.50 | $660.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,844.20 | $2,637.39 |
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 280.61m in AUM and 97 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 | Pop Mart International Group Ltd Ordinary Shares (9.77 %) Air Products & Chemicals Inc (6.57 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.55 %) | Altria Group Inc (2.59 %) Highwoods Properties Inc (2.32 %) Solvay SA (2.13 %) |
Top 3 industries | Consumer Discretionary (25.47 %) Materials (20.90 %) Information Technology (18.97 %) | Consumer Staples (32.18 %) Industrials (30.46 %) Real Estate (29.90 %) |
Top 3 countries | United States (39.31 %) Australia (26.55 %) China (10.94 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 1.89 % | 0.35 % |
Key Summary
ISLM | WDIV | |
|---|---|---|
Issuer | Hejaz | SPDR |
Tracking index | MSCI World Islamic | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 1.89 % | 0.35 % |
Price | $1.17 | $19.80 |
Size | N/A | $278.052 million |
10Y return | N/A | 4.54 % |
Annual distribution yield (5Y) | - % | 4.86 % |
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 | 7 | 36 |
Median incremental investment | $643.50 | $660.62 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,844.20 | $2,637.39 |
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |