Compare AU
Compare IVV 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 US 500 (IVV) 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
IVV | WDIV | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,531 | 37 |
Median incremental investment | $1,000.00 | $654.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.04 | $2,476.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | WDIV | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) |
Top 3 countries | United States (99.92 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.04 % | 0.35 % |
Key Summary
IVV | WDIV | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 - AUD | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.35 % |
Price | $63.52 | $20.30 |
Size | $10.019 billion | $278.795 million |
10Y return | 287.25 % | 18.37 % |
Annual distribution yield (5Y) | 13.82 % | 4.85 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | WDIV | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,531 | 37 |
Median incremental investment | $1,000.00 | $654.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,035.04 | $2,476.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | WDIV | |
|---|---|---|
Pros |
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Cons |
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IVV | WDIV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |