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Compare OPPT 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 Magellan Global Opportunities Fund - Active ETF (OPPT) 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
OPPT | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 6 |
Median incremental investment | $0 | $558.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $4,984.20 | $2,702.99 |
Average age group | > 35 | > 35 |
Key Summary
OPPT | WRLD | |
|---|---|---|
Strategy | OPPT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To outperform the MSCI World Net Total Return Index (AUD) net of fees over periods of three years or longer. | 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 | Microsoft Corp (8.00 %) Amazon.com Inc (7.38 %) Mastercard Inc Class A (5.98 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.38 %) APPLE INC (4.60 %) |
Top 3 industries | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) | |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 0 % | 0.54 % |
Key Summary
OPPT | WRLD | |
|---|---|---|
Issuer | Magellan | BetaShares |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.54 % |
Price | $1.735 | $22.58 |
Size | N/A | $49.335 million |
10Y return | N/A | 128.31 % |
Annual distribution yield (5Y) | 6.83 % | 1.68 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OPPT | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 6 |
Median incremental investment | $0 | $558.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $4,984.20 | $2,702.99 |
Average age group | > 35 | > 35 |
Pros and Cons
OPPT | WRLD | |
|---|---|---|
Pros |
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Cons |
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OPPT | WRLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |