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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 iShares S&P 500 ETF (IVV) 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
IVV | WDIV | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 21,368 | 50 |
Median incremental investment | $993.50 | $1,006.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,249.11 | $3,250.47 |
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 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 | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | Sino Land Co Ltd (1.91 %) Henderson Land Development Co Ltd (1.90 %) APA Group (1.88 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (28.12 %) Utilities (27.48 %) Consumer Discretionary (20.28 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.04 % | 0.4 % |
Key Summary
IVV | WDIV | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 | S&P Global Dividend Aristocrats Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.4 % |
Price | $69.13 | $22.34 |
Size | $13.171 billion | $347.601 million |
10Y return | 278.40 % | 37.22 % |
Annual distribution yield (5Y) | 1.22 % | 5.07 % |
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 | 21,368 | 50 |
Median incremental investment | $993.50 | $1,006.36 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,249.11 | $3,250.47 |
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 |