Compare AU

Compare IXI vs. WDMF

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

iShares Global Consumer Staples ETF

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 iShares Global Consumer Staples ETF (IXI) and the iShares World Equity Factor ETF (WDMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IXI

WDMF

Popularity

Low

Low

Pearlers invested

38

1

Median incremental investment

$993.50

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,219.63

$144,587.04

Average age group

> 35

> 35


Key Summary

IXI

WDMF

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.

WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 165.37m in AUM and 437 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses.

Top 3 holdings

ISHARES GLOBAL CONSUMER STAPLES ET (99.97 %)

USD CASH (0.21 %)

USD/AUD (0.00 %)

MICROSOFT CORP (4.67 %)

APPLE INC (4.18 %)

NVIDIA CORP (4.14 %)

Top 3 industries

Other (99.92 %)

Communication Services (0.08 %)

Information Technology (26.81 %)

Financials (15.04 %)

Consumer Discretionary (12.37 %)

Top 3 countries

United States (62.00 %)

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

Japan (5.56 %)

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

Management fee

0.4 %

0.35 %


Key Summary

IXI

WDMF

Issuer

iShares

iShares

Tracking index

S&P Global 1200 / Consumer Staples -SEC

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.35 %

Price

$99.03

$48.32

Size

$136.890 million

$170.805 million

10Y return

78.92 %

N/A

Annual distribution yield (5Y)

2.18 %

5.03 %

Market

ASX

ASX

First listed date

11/03/2009

14/10/2016

Purchase fee

$6.50

$6.50


Community Stats

IXI

WDMF

Popularity

Low

Low

Pearlers invested

38

1

Median incremental investment

$993.50

$15,993.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,219.63

$144,587.04

Average age group

> 35

> 35


Pros and Cons

IXI

WDMF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IXI

WDMF

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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