Compare AU
Compare QUAL vs. WDIV
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 MSCI Global 'Quality' (ex-AUS) (QUAL) 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
QUAL | WDIV | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 37 |
Median incremental investment | $858.17 | $654.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $2,470.50 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | WDIV | |
---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. 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 | Apple Inc (5.44 %) Meta Platforms Inc Class A (5.28 %) Microsoft Corp (5.15 %) | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) |
Top 3 industries | Information Technology (42.60 %) Health Care (21.41 %) Communication Services (21.39 %) | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.4 % | 0.35 % |
Key Summary
QUAL | WDIV | |
---|---|---|
Issuer | VanEck | SPDR |
Tracking index | MSCI World ex Australia Quality Index - AUD | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.35 % |
Price | $58.87 | $20.25 |
Size | $6.842 billion | $278.795 million |
10Y return | 261.17 % | 18.08 % |
Annual distribution yield (5Y) | 1.85 % | 4.85 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | WDIV | |
---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,283 | 37 |
Median incremental investment | $858.17 | $654.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,414.46 | $2,470.50 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | WDIV | |
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Pros |
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Cons |
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QUAL | WDIV |
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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 |
Lower distribution yield | Higher distribution yield |