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Compare IVV vs. WRLD
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 Betashares Managed Risk Global Shares Complex ETF (WRLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | WRLD | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 22,755 | 8 |
Median incremental investment | $993.50 | $558.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,886.04 | $2,518.13 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | WRLD | |
|---|---|---|
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. | WRLD.AX was created on 2015-12-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide exposure to a broadly diversified portfolio of global shares, whilereducing the volatility of the equity investment returns and defending against losses in decliningmarkets. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.48 %) APPLE INC (4.73 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | United States (72.60 %) Japan (6.38 %) United Kingdom of Great Britain and Northern Ireland (3.60 %) |
Management fee | 0.04 % | 0.54 % |
Key Summary
IVV | WRLD | |
|---|---|---|
Issuer | iShares | BetaShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.54 % |
Price | $62.99 | $21.25 |
Size | $12.583 billion | $47.153 million |
10Y return | 252.35 % | 119.30 % |
Annual distribution yield (5Y) | 1.22 % | 1.68 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | WRLD | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 22,755 | 8 |
Median incremental investment | $993.50 | $558.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,886.04 | $2,518.13 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | WRLD | |
|---|---|---|
Pros |
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Cons |
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IVV | WRLD |
|---|---|
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 |