Compare AU

Compare QUAL vs. WXOZ

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

MSCI Global 'Quality' (ex-AUS)

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 MSCI Global 'Quality' (ex-AUS) (QUAL) and the SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

QUAL

WXOZ

Popularity

Medium

Low

Pearlers invested

1,280

11

Median incremental investment

$856.15

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,412.72

$2,513.28

Average age group

> 35

> 35


Key Summary

QUAL

WXOZ

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.

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 405.4m in AUM and 763 holdings. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs.

Top 3 holdings

Apple Inc (5.22 %)

Microsoft Corp (4.98 %)

Meta Platforms Inc Class A (4.91 %)

Apple Inc (5.57 %)

Microsoft Corp (4.63 %)

NVIDIA Corp (4.49 %)

Top 3 industries

Information Technology (42.60 %)

Health Care (21.41 %)

Communication Services (21.39 %)

Information Technology (59.79 %)

Communication Services (13.62 %)

Health Care (8.94 %)

Top 3 countries

United States (77.74 %)

Switzerland (4.98 %)

United Kingdom of Great Britain and Northern Ireland (4.22 %)

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

Management fee

0.4 %

0.07 %


Key Summary

QUAL

WXOZ

Issuer

VanEck

SPDR

Tracking index

MSCI World ex Australia Quality Index - AUD

S&P Developed ex Australia LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.07 %

Price

$58.93

$49.28

Size

$6.842 billion

$418.103 million

10Y return

261.09 %

121.18 %

Annual distribution yield (5Y)

1.85 %

5.73 %

Market

ASX

ASX

First listed date

31/10/2014

19/03/2013

Purchase fee

$6.50

$6.50


Community Stats

QUAL

WXOZ

Popularity

Medium

Low

Pearlers invested

1,280

11

Median incremental investment

$856.15

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,412.72

$2,513.28

Average age group

> 35

> 35


Pros and Cons

QUAL

WXOZ

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

QUAL

WXOZ

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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