Compare AU
Compare RGOS vs. WDMF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RGOS and WDMF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RGOS | WDMF | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $15,993.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $144,979.12 |
Average age group | N/A | > 35 |
Key Summary
RGOS | WDMF | |
---|---|---|
Strategy | RGOS.AX was created on 2024-04-12 by Russell. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Funds benchmark, before costs and tax, over the long term by providing exposure to a diversified portfolio of predominantly international shares. | WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. |
Top 3 holdings | Russell Sust Global Opportunities Complex ETF (100 %) | MICROSOFT CORP (4.67 %) APPLE INC (4.18 %) NVIDIA CORP (4.14 %) |
Top 3 industries | Information Technology (26.81 %) Financials (15.04 %) Consumer Discretionary (12.37 %) | |
Top 3 countries | United States (68.87 %) Japan (7.42 %) Canada (2.86 %) | |
Management fee | 0 % | 0.35 % |
Key Summary
RGOS | WDMF | |
---|---|---|
Issuer | Russell | iShares |
Tracking index | MSCI World Diversified Multiple-Factor (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.35 % |
Price | $22.01 | $48.07 |
Size | N/A | $175.375 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.85 % | 5.03 % |
Market | ASX | ASX |
First listed date | 15/04/2024 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGOS | WDMF | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $15,993.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $144,979.12 |
Average age group | N/A | > 35 |
Pros and Cons
RGOS | WDMF | |
---|---|---|
Pros |
|
|
Cons |
|
|
RGOS | WDMF |
---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |