Compare AU

Compare IXI vs. WDIV

Compare shares and ETFs on the ASX that you can trade on Pearler.

S&P Global 1200 Consumer Staples

ASX

Buy

Buy

Overview
Performance

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 Global 1200 Consumer Staples (IXI) 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

IXI

WDIV

Popularity

Low

Low

Pearlers invested

38

37

Median incremental investment

$996.75

$654.39

Median investment frequency

Monthly

Monthly

Median total investment

$2,224.58

$2,470.50

Average age group

> 35

> 35


Key Summary

IXI

WDIV

Strategy

IXI.AX was created on 2006-09-12 by iShares. The fund's investment portfolio concentrates primarily on consumer staples equity. The fund aims to provide investors with the performance of the S&P Global 1200 Consumer Staples Sector Index, before fees and expenses. The index is designed to measure the performance of global consumer staples companies and may include large-, mid- or smallcapitalisation stocks.

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 Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index.

Top 3 holdings

ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %)

USD CASH (0.21 %)

USD/AUD (0.00 %)

Altria Group Inc (2.66 %)

Highwoods Properties Inc (2.39 %)

Solvay SA (2.27 %)

Top 3 industries

Other (99.92 %)

Communication Services (0.08 %)

Industrials (30.46 %)

Real Estate (29.95 %)

Consumer Staples (23.10 %)

Top 3 countries

United States (62.00 %)

United Kingdom of Great Britain and Northern Ireland (12.09 %)

Japan (5.56 %)

United States (23.78 %)

Canada (21.10 %)

Japan (12.42 %)

Management fee

0.4 %

0.35 %


Key Summary

IXI

WDIV

Issuer

iShares

SPDR

Tracking index

S&P Global 1200 / Consumer Staples -SEC

S&P Global Dividend Aristocrats Index sp_43

Asset class

ETF

ETF

Management fee

0.4 %

0.35 %

Price

$98.87

$20.25

Size

$148.150 million

$285.997 million

10Y return

82.50 %

18.08 %

Annual distribution yield (5Y)

2.18 %

4.85 %

Market

ASX

ASX

First listed date

11/03/2009

04/11/2013

Purchase fee

$6.50

$6.50


Community Stats

IXI

WDIV

Popularity

Low

Low

Pearlers invested

38

37

Median incremental investment

$996.75

$654.39

Median investment frequency

Monthly

Monthly

Median total investment

$2,224.58

$2,470.50

Average age group

> 35

> 35


Pros and Cons

IXI

WDIV

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower price growth

IXI

WDIV

Higher exposure to AU market

Lower 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

Lower distribution yield

Higher distribution yield

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