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Compare IVV vs. WXOZ
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 World Ex Australia Carbon Aware ETF (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IVV | WXOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 21,604 | 23 |
Median incremental investment | $993.50 | $1,003.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,096.72 | $3,260.16 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | WXOZ | |
|---|---|---|
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. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 659.48m in AUM and 690 holdings. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | ISHARES CORE S&P ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | NVIDIA Corp (6.27 %) Apple Inc (5.05 %) Microsoft Corp (4.07 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | United States (65.48 %) Japan (8.56 %) United Kingdom of Great Britain and Northern Ireland (4.61 %) |
Management fee | 0.04 % | 0.04 % |
Key Summary
IVV | WXOZ | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P 500 | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.04 % |
Price | $67.32 | $50.94 |
Size | $13.311 billion | $665.676 million |
10Y return | 269.96 % | 117.32 % |
Annual distribution yield (5Y) | 1.22 % | 6.71 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | WXOZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 21,604 | 23 |
Median incremental investment | $993.50 | $1,003.72 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,096.72 | $3,260.16 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | WXOZ | |
|---|---|---|
Pros |
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Cons |
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IVV | WXOZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |