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Compare SPY 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 SPDR S&P 500 ETF (SPY) 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
SPY | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 306 | 6 |
Median incremental investment | $1,205.16 | $558.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,075.30 | $2,702.99 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | WRLD | |
|---|---|---|
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. | 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 | NVIDIA Corp (7.76 %) Apple Inc (6.86 %) Microsoft Corp (6.14 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.38 %) APPLE INC (4.60 %) |
Top 3 industries | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.0945 % | 0.54 % |
Key Summary
SPY | WRLD | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.54 % |
Price | $1,016.63 | $22.58 |
Size | $76.599 thousand | $49.335 million |
10Y return | 275.14 % | 128.31 % |
Annual distribution yield (5Y) | 1.15 % | 1.68 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 21/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | WRLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 306 | 6 |
Median incremental investment | $1,205.16 | $558.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,075.30 | $2,702.99 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | WRLD | |
|---|---|---|
Pros |
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Cons |
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SPY | WRLD |
|---|---|
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 |