Back
Compare AU
Compare SPY 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 SPDR S&P 500 ETF (SPY) and the SPDR S&P Global Dividend ETF (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SPY | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 46 |
Median incremental investment | $1,190.69 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,942.19 | $2,327.13 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | WDIV | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. | 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 302.72m in AUM and 98 holdings. The SPDR S&P Global Dividend ETF seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats Index (AUD). |
Top 3 holdings | NVIDIA Corp (7.37 %) Microsoft Corp (7.06 %) Apple Inc (5.75 %) | CSPC Pharmaceutical Group Ltd (2.14 %) APA Group (1.76 %) Far East Horizon Ltd (1.71 %) |
Top 3 industries | Information Technology (61.54 %) Consumer Discretionary (15.73 %) Communication Services (13.72 %) | Other (28.12 %) Consumer Discretionary (20.28 %) Utilities (19.34 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.0945 % | 0.4 % |
Key Summary
SPY | WDIV | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P 500 | S&P Global Dividend Aristocrats Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.4 % |
Price | $980.73 | $21.06 |
Size | $988.160 billion | $306.608 million |
10Y return | 240.15 % | 13.16 % |
Annual distribution yield (5Y) | 1.21 % | 4.92 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | WDIV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 267 | 46 |
Median incremental investment | $1,190.69 | $750.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,942.19 | $2,327.13 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | WDIV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SPY | WDIV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |