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Compare IWLD vs. R3AL
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 Core MSCI World Ex Australia Esg ETF (IWLD) and the Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IWLD | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 274 | 0 |
Median incremental investment | $1,565.88 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,830.86 | $0 |
Average age group | > 35 | N/A |
Key Summary
IWLD | R3AL | |
|---|---|---|
Strategy | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 490.4m in AUM and 39 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | NVIDIA CORP (10.89 %) MICROSOFT CORP (9.08 %) ALPHABET INC CLASS A (2.97 %) | Scentre Group (6.86 %) APA Group (5.86 %) Aurizon Holdings Ltd (5.83 %) |
Top 3 industries | Information Technology (31.91 %) Financials (15.96 %) Industrials (10.92 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | United States (73.71 %) Japan (6.26 %) Canada (3.34 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0.09 % | 0 % |
Key Summary
IWLD | R3AL | |
|---|---|---|
Issuer | iShares | Martin Currie |
Tracking index | MSCI World Ex Australia Custom ESG Leaders Index - AUD - Benchmark TR Net | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.09 % | 0 % |
Price | $63.05 | $1.55 |
Size | $1.477 billion | $479.553 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.18 % | 4.17 % |
Market | ASX | ASX |
First listed date | 28/04/2016 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IWLD | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 274 | 0 |
Median incremental investment | $1,565.88 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $3,830.86 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
IWLD | R3AL | |
|---|---|---|
Pros |
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Cons |
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IWLD | R3AL |
|---|---|
Lower exposure to AU market | Higher 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 |
Higher distribution yield | Lower distribution yield |